SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+6.37%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$1.74B
AUM Growth
+$226M
(+15%)
Cap. Flow
+$163M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
15.16%
Holding
821
New
154
Increased
457
Reduced
164
Closed
27
Top Buys
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$6.85M |
| 2 |
AT&T
T
|
+$5.52M |
| 3 |
SIVB
SVB Financial Group
SIVB
|
+$5.25M |
| 4 |
Idexx Laboratories
IDXX
|
+$5.07M |
| 5 |
Autohome
ATHM
|
+$4.32M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$5.04M |
| 2 |
Rockwell Automation
ROK
|
+$4.88M |
| 3 |
Trade Desk
TTD
|
+$4.76M |
| 4 |
Old Dominion Freight Line
ODFL
|
+$4.25M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$4.23M |
Sector Composition
| 1 | Technology | 18.54% |
| 2 | Financials | 7.54% |
| 3 | Healthcare | 7.1% |
| 4 | Industrials | 6.94% |
| 5 | Communication Services | 6.89% |
