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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$11.1M
3 +$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1 +$8.79M
2 +$7.57M
3 +$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1.23M 0.06%
46,072
-3,308
377
$1.22M 0.06%
8,247
+1,372
378
$1.22M 0.06%
15,118
+2,544
379
$1.22M 0.06%
16,587
+11,026
380
$1.22M 0.06%
13,541
+11
381
$1.21M 0.05%
23,283
-1,801
382
$1.21M 0.05%
36,118
-4,512
383
$1.21M 0.05%
37,644
+6,275
384
$1.2M 0.05%
6,813
-732
385
$1.19M 0.05%
37,874
-28
386
$1.19M 0.05%
30,279
-17,359
387
$1.19M 0.05%
5,056
-503
388
$1.18M 0.05%
6,515
+818
389
$1.18M 0.05%
8,424
-556
390
$1.18M 0.05%
58,169
+14,526
391
$1.17M 0.05%
4,229
+65
392
$1.17M 0.05%
5,518
+1,128
393
$1.16M 0.05%
17,044
394
$1.16M 0.05%
44,672
+17,247
395
$1.16M 0.05%
3,508
+848
396
$1.15M 0.05%
3,186
+1,531
397
$1.15M 0.05%
4,280
-69
398
$1.15M 0.05%
95,566
-3,357
399
$1.14M 0.05%
12,744
+1,715
400
$1.14M 0.05%
+92,041