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
$963M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.17M
3
+$2M
4
XYZ
Block Inc
XYZ
+$1.98M
5
PD icon
PagerDuty
PD
+$1.97M

Top Sells

1
+$2.51M
2
+$1.9M
3
+$1.78M
4
SHW icon
Sherwin-Williams
SHW
+$1.73M
5
EWBC icon
East-West Bancorp
EWBC
+$1.49M

Sector Composition

1 Technology 13.21%
2 Industrials 7.46%
3 Healthcare 6.38%
4 Financials 6.35%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$433K 0.04%
+5,401
352
$430K 0.04%
14,841
+624
353
$428K 0.04%
15,678
-1,424
354
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11,850
+488
355
$427K 0.04%
16,554
+552
356
$425K 0.04%
14,815
-320
357
$424K 0.04%
13,292
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358
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4,421
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359
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360
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25,344
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361
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1,434
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362
$410K 0.04%
1,812
-1
363
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4,902
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364
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1,705
+16
365
$407K 0.04%
7,570
366
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1,967
367
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368
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369
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7,502
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370
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371
$384K 0.04%
4,770
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372
$381K 0.04%
9,592
+112
373
$379K 0.04%
19,996
374
$377K 0.04%
17,721
375
$376K 0.04%
17,811
13 14
15
16 17