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
$907M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.48M
3
+$3.34M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.71M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.31M

Top Sells

1
+$3.22M
2
+$2.84M
3
+$2.25M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.11M
5
EL icon
Estee Lauder
EL
+$2.11M

Sector Composition

1 Technology 13.26%
2 Industrials 7.42%
3 Financials 6.42%
4 Healthcare 6.4%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$359K 0.04%
1,446
-9
377
$357K 0.04%
3,989
-299
378
$356K 0.04%
4,128
+250
379
$353K 0.04%
9,209
+2,203
380
$349K 0.04%
8,010
+172
381
$348K 0.04%
10,583
+3,164
382
$347K 0.04%
1,426
+214
383
$346K 0.04%
1,813
-68
384
$345K 0.04%
3,150
-235
385
$343K 0.04%
3,941
-1
386
$339K 0.04%
7,867
-90
387
$336K 0.04%
1,689
+58
388
$332K 0.04%
9,853
389
$327K 0.04%
12,815
-695
390
$320K 0.03%
1,761
+502
391
$317K 0.03%
4,974
-2,871
392
$317K 0.03%
9,362
+1,143
393
$317K 0.03%
+2,743
394
$316K 0.03%
1,969
+194
395
$315K 0.03%
7,563
-1,169
396
$313K 0.03%
2,354
-353
397
$312K 0.03%
8,599
-170
398
$311K 0.03%
10,241
+2,225
399
$310K 0.03%
2,880
+7
400
$309K 0.03%
+4,510
14 15
16
17 18