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
301
$398K 0.06%
2,523
+203
302
$395K 0.06%
+3,578
303
$387K 0.06%
5,660
-3,558
304
$386K 0.06%
12,469
+1,417
305
$385K 0.06%
2,839
+34
306
$377K 0.05%
5,676
-1,673
307
$372K 0.05%
11,750
-3,575
308
$371K 0.05%
16,609
+24
309
$369K 0.05%
6,729
+180
310
$367K 0.05%
2,592
+249
311
$366K 0.05%
+3,180
312
$360K 0.05%
5,397
+595
313
$357K 0.05%
4,639
+480
314
$352K 0.05%
2,426
+92
315
$351K 0.05%
11,039
+1,405
316
$344K 0.05%
865
+93
317
$341K 0.05%
2,829
+303
318
$336K 0.05%
3,031
-177
319
$334K 0.05%
23,689
+61
320
$332K 0.05%
+1,344
321
$332K 0.05%
10,929
+188
322
$329K 0.05%
13,667
-405
323
$329K 0.05%
2,451
+284
324
$327K 0.05%
3,946
+100
325
$324K 0.05%
3,004
+481
11 12
13
14 15