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
$769M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.29M
3
+$4.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.16M

Top Sells

1
+$8.27M
2
+$6.86M
3
+$6.09M
4
AMZN icon
Amazon
AMZN
+$5.06M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.99M

Sector Composition

1 Technology 12.31%
2 Healthcare 7.19%
3 Industrials 7.08%
4 Financials 6.24%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$302K 0.04%
+3,381
377
$301K 0.04%
1,881
-65
378
$298K 0.04%
5,073
+101
379
$298K 0.04%
3,878
+913
380
$295K 0.04%
2,707
-74
381
$294K 0.04%
3,942
-187
382
$294K 0.04%
1,857
+75
383
$294K 0.04%
6,277
+9
384
$293K 0.04%
+12,888
385
$291K 0.04%
1,455
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386
$290K 0.04%
9,853
-9,605
387
$284K 0.04%
165
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388
$283K 0.04%
+16,423
389
$283K 0.04%
7,838
-751
390
$282K 0.04%
4,044
+170
391
$278K 0.04%
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+175
392
$278K 0.04%
3,885
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393
$273K 0.04%
8,769
+1,278
394
$266K 0.03%
1,212
-5,529
395
$262K 0.03%
+2,490
396
$261K 0.03%
7,919
397
$260K 0.03%
3,282
+97
398
$256K 0.03%
+2,003
399
$255K 0.03%
1,949
-890
400
$255K 0.03%
+5,909
14 15
16
17 18