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
326
$1.44M 0.06%
34,057
+500
327
$1.43M 0.06%
70,709
+196
328
$1.42M 0.06%
15,139
-610
329
$1.42M 0.06%
39,957
-15,764
330
$1.42M 0.06%
18,933
-810
331
$1.42M 0.06%
13,919
-1,372
332
$1.41M 0.06%
7,222
-411
333
$1.41M 0.06%
24,138
-8,590
334
$1.4M 0.06%
12,976
-1,744
335
$1.4M 0.06%
83,546
-1,875
336
$1.4M 0.06%
14,827
-13,333
337
$1.4M 0.06%
25,294
+15,079
338
$1.39M 0.06%
94,841
-1,625
339
$1.39M 0.06%
42,743
-7,669
340
$1.39M 0.06%
17,715
-303
341
$1.39M 0.06%
9,555
-3,246
342
$1.39M 0.06%
30,184
-10,588
343
$1.39M 0.06%
75,395
+457
344
$1.38M 0.06%
12,470
-2,500
345
$1.37M 0.06%
50,069
-25,462
346
$1.35M 0.06%
84,520
-24,472
347
$1.33M 0.06%
4,059
-166
348
$1.33M 0.06%
20,191
-3,536
349
$1.33M 0.06%
27,394
-1,521
350
$1.32M 0.06%
13,086
-3,689
12 13
14
15 16