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
$693M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.92M
3
+$4.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.41M
5
F icon
Ford
F
+$2.35M

Top Sells

1
+$2.53M
2
+$2.32M
3
+$2.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.88M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.8M

Sector Composition

1 Technology 12.08%
2 Industrials 7.39%
3 Financials 5.99%
4 Healthcare 5.72%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$519K 0.07%
8,485
+821
277
$516K 0.07%
7,900
-843
278
$509K 0.07%
7,800
+785
279
$504K 0.07%
3,270
+27
280
$496K 0.07%
12,886
+172
281
$482K 0.07%
10,509
-94
282
$481K 0.07%
9,505
-2,173
283
$477K 0.07%
5,292
+103
284
$476K 0.07%
6,970
-1,606
285
$468K 0.07%
2,647
+362
286
$462K 0.07%
5,476
+100
287
$461K 0.07%
8,020
+3,680
288
$454K 0.06%
+3,372
289
$451K 0.06%
7,051
+999
290
$447K 0.06%
3,061
+1,549
291
$441K 0.06%
16,975
-105
292
$440K 0.06%
7,510
-557
293
$428K 0.06%
12,465
+5,446
294
$423K 0.06%
3,548
+512
295
$420K 0.06%
2,874
-303
296
$411K 0.06%
+13,272
297
$406K 0.06%
3,969
-1
298
$405K 0.06%
2,653
-249
299
$403K 0.06%
31,048
+112
300
$400K 0.06%
7,570
10 11
12
13 14