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
$963M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.17M
3
+$2M
4
XYZ
Block Inc
XYZ
+$1.98M
5
PD icon
PagerDuty
PD
+$1.97M

Top Sells

1
+$2.51M
2
+$1.9M
3
+$1.78M
4
SHW icon
Sherwin-Williams
SHW
+$1.73M
5
EWBC icon
East-West Bancorp
EWBC
+$1.49M

Sector Composition

1 Technology 13.21%
2 Industrials 7.46%
3 Healthcare 6.38%
4 Financials 6.35%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$370K 0.04%
1,503
+77
377
$365K 0.04%
9,304
+95
378
$363K 0.04%
7,208
379
$363K 0.04%
19,448
380
$357K 0.04%
8,696
-244
381
$356K 0.04%
5,844
-3,137
382
$353K 0.04%
9,853
383
$349K 0.04%
3,992
+51
384
$347K 0.04%
8,743
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385
$345K 0.04%
4,060
+71
386
$343K 0.04%
12,250
-549
387
$343K 0.04%
2,296
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388
$342K 0.04%
+18,628
389
$340K 0.03%
9,766
+404
390
$338K 0.03%
15,948
+5,600
391
$337K 0.03%
3,689
-439
392
$336K 0.03%
2,047
+286
393
$335K 0.03%
5,602
+129
394
$332K 0.03%
2,113
+163
395
$330K 0.03%
1,972
+3
396
$329K 0.03%
2,863
-17
397
$328K 0.03%
9,996
+1,294
398
$326K 0.03%
5,769
-75
399
$324K 0.03%
4,521
+11
400
$321K 0.03%
10,243
+2
14 15
16
17 18