SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.39M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.96M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.71M

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.16M
4
WDFC icon
WD-40
WDFC
+$1.14M
5
XOM icon
Exxon Mobil
XOM
+$1.02M

Sector Composition

1 Technology 11.05%
2 Industrials 8.55%
3 Healthcare 6.02%
4 Financials 5.39%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$325K 0.06%
3,749
-877
277
$324K 0.06%
3,895
-296
278
$320K 0.06%
14,630
+992
279
$311K 0.06%
5,807
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280
$309K 0.06%
8,783
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281
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2,784
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282
$306K 0.06%
7,403
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283
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284
$305K 0.06%
9,968
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285
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2,302
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286
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10,056
-679
287
$292K 0.05%
6,105
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288
$291K 0.05%
+4,529
289
$290K 0.05%
3,262
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290
$288K 0.05%
2,171
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291
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292
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293
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+9,806
294
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3,186
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295
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296
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3,943
-504
297
$265K 0.05%
2,176
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298
$264K 0.05%
9,040
299
$262K 0.05%
140
-82
300
$262K 0.05%
+2,349
10 11
12
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