SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+4.17%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$618M
AUM Growth
+$85.7M
(+16%)
Cap. Flow
+$66.6M
Cap. Flow
% of AUM
10.78%
Top 10 Holdings %
Top 10 Hldgs %
17.28%
Holding
393
New
44
Increased
266
Reduced
60
Closed
13
Top Buys
| 1 |
Amazon
AMZN
|
$5.58M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$4.83M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.23M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.36M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
$2.27M |
Top Sells
| 1 |
General Motors
GM
|
$1.95M |
| 2 |
Truist Financial
TFC
|
$1.56M |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$1.12M |
| 4 |
GE Aerospace
GE
|
$1.07M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.02M |
Sector Composition
| 1 | Technology | 11.18% |
| 2 | Industrials | 7.83% |
| 3 | Healthcare | 5.85% |
| 4 | Financials | 5.55% |
| 5 | Communication Services | 4.95% |
