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
351
$251K 0.04%
14,511
+171
352
$250K 0.04%
4,804
-580
353
$247K 0.04%
10,711
+351
354
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8,036
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355
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1,577
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357
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6,036
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358
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359
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360
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6,573
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361
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362
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+1,366
364
$235K 0.03%
+4,448
365
$235K 0.03%
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366
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368
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+5,620
369
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+2,412
370
$226K 0.03%
4,475
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371
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7,108
+30
372
$226K 0.03%
2,164
-481
373
$224K 0.03%
129
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374
$224K 0.03%
+2,831
375
$223K 0.03%
9,604
+269
13 14
15
16 17