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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.87M 0.08%
43,476
-1,456
277
$1.85M 0.08%
23,039
-1,845
278
$1.83M 0.08%
20,313
-974
279
$1.82M 0.08%
6,429
-695
280
$1.82M 0.08%
28,619
+17,525
281
$1.81M 0.08%
20,446
+6,485
282
$1.81M 0.08%
8,992
-355
283
$1.79M 0.08%
38,949
-1,018
284
$1.79M 0.08%
27,588
-2,683
285
$1.78M 0.08%
52,812
+3,116
286
$1.78M 0.08%
81,061
+5,791
287
$1.77M 0.08%
12,731
-249
288
$1.77M 0.08%
8,543
-1,028
289
$1.74M 0.07%
7,779
-240
290
$1.74M 0.07%
7,942
-462
291
$1.74M 0.07%
26,781
-275
292
$1.72M 0.07%
7,837
-403
293
$1.72M 0.07%
9,797
-1,069
294
$1.71M 0.07%
135,504
+990
295
$1.7M 0.07%
21,632
-2,461
296
$1.69M 0.07%
11,006
-55
297
$1.68M 0.07%
18,228
-3,616
298
$1.68M 0.07%
5,858
-427
299
$1.67M 0.07%
37,624
-4,252
300
$1.66M 0.07%
12,019
-3,972
10 11
12
13 14