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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$11.1M
3 +$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1 +$8.79M
2 +$7.57M
3 +$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1.33M 0.06%
6,323
+1,784
352
$1.32M 0.06%
78,529
+1,162
353
$1.32M 0.06%
12,362
+120
354
$1.32M 0.06%
36,788
-1,802
355
$1.31M 0.06%
5,877
-101
356
$1.31M 0.06%
10,492
-10,514
357
$1.31M 0.06%
7,865
+1,393
358
$1.3M 0.06%
79,415
+10,938
359
$1.29M 0.06%
36,403
-240
360
$1.29M 0.06%
45,028
+13,331
361
$1.29M 0.06%
23,051
+152
362
$1.28M 0.06%
14,931
-13
363
$1.28M 0.06%
20,843
-1,149
364
$1.27M 0.06%
9,803
+3,127
365
$1.27M 0.06%
81,408
-9,446
366
$1.27M 0.06%
13,222
-731
367
$1.27M 0.06%
43,910
+1,625
368
$1.26M 0.06%
31,622
-13,426
369
$1.26M 0.06%
20,003
-636
370
$1.26M 0.06%
25,097
+5,053
371
$1.26M 0.06%
5,762
+238
372
$1.25M 0.06%
27,448
+12,298
373
$1.25M 0.06%
34,443
-1,899
374
$1.24M 0.06%
18,616
-1,074
375
$1.23M 0.06%
51,643
-8,640