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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.1M
3
+$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1
+$8.79M
2
+$7.57M
3
+$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.86M 0.08%
59,887
+2,448
277
$1.85M 0.08%
30,834
+5,741
278
$1.85M 0.08%
42,519
+1,996
279
$1.84M 0.08%
50,508
-34,356
280
$1.84M 0.08%
17,717
-966
281
$1.82M 0.08%
80,668
-2,080
282
$1.81M 0.08%
72,887
-2,324
283
$1.8M 0.08%
32,765
+18,812
284
$1.77M 0.08%
26,442
+2,476
285
$1.77M 0.08%
9,466
+949
286
$1.77M 0.08%
9,408
+5,837
287
$1.76M 0.08%
23,699
+1,094
288
$1.76M 0.08%
35,095
-4,522
289
$1.76M 0.08%
37,045
+26,502
290
$1.76M 0.08%
8,516
+7,068
291
$1.74M 0.08%
38,322
-37,739
292
$1.74M 0.08%
19,043
-556
293
$1.74M 0.08%
31,167
+436
294
$1.72M 0.08%
21,816
-1,249
295
$1.71M 0.08%
12,259
+316
296
$1.69M 0.08%
36,832
+17,134
297
$1.68M 0.08%
14,497
+73
298
$1.66M 0.07%
7,351
+200
299
$1.66M 0.07%
19,765
-4,175
300
$1.65M 0.07%
40,233
-17,443
10 11
12
13 14