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
351
$1.3M 0.06%
13,727
-13
352
$1.29M 0.06%
33,618
+182
353
$1.27M 0.05%
6,083
-1,800
354
$1.26M 0.05%
13,611
-1,628
355
$1.26M 0.05%
+12,470
356
$1.25M 0.05%
23,852
-150
357
$1.25M 0.05%
16,247
-5,356
358
$1.25M 0.05%
13,137
-2,093
359
$1.24M 0.05%
16,560
-9,667
360
$1.24M 0.05%
18,293
-284
361
$1.23M 0.05%
23,370
-578
362
$1.23M 0.05%
27,705
+2,201
363
$1.22M 0.05%
8,279
-60
364
$1.22M 0.05%
1,104
-28
365
$1.22M 0.05%
5,521
-431
366
$1.21M 0.05%
40,271
-1,939
367
$1.2M 0.05%
20,829
-2,419
368
$1.2M 0.05%
20,080
-715
369
$1.2M 0.05%
11,323
-318
370
$1.2M 0.05%
15,494
-1,138
371
$1.2M 0.05%
39,894
+1,852
372
$1.2M 0.05%
13,989
-2,431
373
$1.2M 0.05%
13,023
+5,526
374
$1.18M 0.05%
24,207
-2,233
375
$1.18M 0.05%
5,014
-2,158
13 14
15
16 17