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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$565K 0.05%
+4,637
352
$563K 0.05%
16,261
-4,848
353
$560K 0.05%
6,732
+2,311
354
$549K 0.05%
+16,957
355
$545K 0.05%
5,586
+501
356
$541K 0.05%
15,403
+1,471
357
$539K 0.05%
+6,728
358
$538K 0.05%
5,490
-18
359
$537K 0.05%
10,199
+2,604
360
$536K 0.05%
10,422
-1,043
361
$533K 0.05%
2,743
-7
362
$533K 0.05%
6,598
-11,050
363
$525K 0.04%
6,271
+2
364
$520K 0.04%
14,992
+654
365
$519K 0.04%
4,987
+730
366
$516K 0.04%
1,570
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367
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368
$513K 0.04%
13,649
-431
369
$509K 0.04%
4,700
370
$508K 0.04%
43,910
-39,424
371
$504K 0.04%
12,973
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372
$503K 0.04%
25,348
-13,605
373
$502K 0.04%
8,561
-220
374
$501K 0.04%
2,995
+211
375
$501K 0.04%
20,546
-19,111
13 14
15
16 17