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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$497K 0.04%
+4,556
377
$489K 0.04%
7,080
-3,531
378
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8,431
+1,851
379
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13,863
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380
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17,222
-300
381
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+13,222
382
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10,314
+1,668
383
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2,063
384
$476K 0.04%
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-18
385
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2,479
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386
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+13,645
387
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20,244
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388
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9,186
-68
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4,676
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390
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21,476
391
$454K 0.04%
31,730
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392
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7,356
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395
$447K 0.04%
8,443
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396
$446K 0.04%
3,302
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397
$443K 0.04%
6,744
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398
$442K 0.04%
+1,679
399
$438K 0.04%
7,570
400
$437K 0.04%
9,145
+40
14 15
16
17 18