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
301
$1.65M 0.07%
18,112
+222
302
$1.64M 0.07%
26,141
-120,358
303
$1.63M 0.07%
51,608
+657
304
$1.62M 0.07%
31,563
+6,919
305
$1.61M 0.07%
11,167
+1,006
306
$1.61M 0.07%
11,810
+1,125
307
$1.6M 0.07%
44,830
+113
308
$1.59M 0.07%
6,828
-125
309
$1.58M 0.07%
129,862
+255
310
$1.58M 0.07%
23,192
+14,455
311
$1.57M 0.07%
21,994
-86
312
$1.56M 0.07%
23,131
-8,231
313
$1.56M 0.07%
59,060
+36,269
314
$1.55M 0.07%
14,799
+1,398
315
$1.55M 0.07%
54,856
+5,496
316
$1.54M 0.07%
59,536
-780
317
$1.54M 0.07%
10,314
+725
318
$1.54M 0.07%
26,592
+8,990
319
$1.54M 0.07%
57,461
+3,710
320
$1.52M 0.07%
3,131
+548
321
$1.51M 0.07%
33,109
+8,412
322
$1.51M 0.07%
11,163
+185
323
$1.49M 0.07%
30,573
-16,040
324
$1.48M 0.07%
19,753
+994
325
$1.48M 0.07%
6,693
+3,854
11 12
13
14 15