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
301
$1.66M 0.07%
6,162
-440
302
$1.66M 0.07%
66,995
+44,445
303
$1.66M 0.07%
67,778
+2,981
304
$1.65M 0.07%
34,109
-21,858
305
$1.65M 0.07%
4,266
+1,036
306
$1.64M 0.07%
71,104
-1,012
307
$1.64M 0.07%
12,757
-13,266
308
$1.6M 0.07%
43,057
+24,821
309
$1.59M 0.07%
8,108
-714
310
$1.58M 0.07%
14,951
-50
311
$1.56M 0.07%
43,206
-240
312
$1.56M 0.07%
61,480
+2,225
313
$1.56M 0.07%
17,587
-1,005
314
$1.56M 0.07%
70,582
-42,815
315
$1.55M 0.07%
57,986
+570
316
$1.54M 0.07%
46,097
-740
317
$1.52M 0.06%
5,756
-1,421
318
$1.51M 0.06%
16,093
-861
319
$1.51M 0.06%
44,882
-8,417
320
$1.51M 0.06%
17,711
-1,507
321
$1.5M 0.06%
44,074
+1,920
322
$1.49M 0.06%
5,782
-592
323
$1.49M 0.06%
38,075
+3,371
324
$1.46M 0.06%
14,126
-9,503
325
$1.45M 0.06%
+61,160
11 12
13
14 15