SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
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
426
$229K 0.03%
+1,431
427
$225K 0.03%
10,875
-264
428
$222K 0.03%
2,975
-29
429
$221K 0.03%
8,016
-55,452
430
$220K 0.03%
3,178
-190
431
$220K 0.03%
+8,672
432
$219K 0.03%
1,862
+86
433
$218K 0.03%
1,726
+176
434
$218K 0.03%
16,676
+2,360
435
$217K 0.03%
15,950
-30,230
436
$216K 0.03%
+4,650
437
$216K 0.03%
+5,450
438
$215K 0.03%
+10,348
439
$214K 0.03%
2,799
-212
440
$212K 0.03%
7,457
+1,012
441
$210K 0.03%
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442
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443
$209K 0.03%
4,770
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444
$207K 0.03%
3,056
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445
$205K 0.03%
5,394
-888
446
$203K 0.03%
1,259
-275
447
$203K 0.03%
2,440
-2,260
448
$202K 0.03%
+2,110
449
$193K 0.03%
14,262
+174
450
$190K 0.02%
17,943
+274
16 17
18
19 20