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
$397M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.1M
3
+$2.83M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.59M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.58M

Top Sells

1
+$2.21M
2
+$2.11M
3
+$2.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.81M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.67M

Sector Composition

1 Industrials 9.91%
2 Technology 9.07%
3 Financials 5.16%
4 Healthcare 4.68%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
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