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
426
$259K 0.03%
+4,096
427
$258K 0.03%
3,739
-33
428
$258K 0.03%
3,111
+55
429
$257K 0.03%
7,296
-80,758
430
$253K 0.03%
+4,388
431
$252K 0.03%
3,181
+3
432
$251K 0.03%
+6,198
433
$250K 0.03%
10,121
434
$247K 0.03%
12,173
+129
435
$247K 0.03%
3,809
-1,264
436
$245K 0.03%
4,156
-178
437
$244K 0.03%
1,927
-116
438
$243K 0.03%
8,672
439
$242K 0.03%
+982
440
$242K 0.03%
+3,840
441
$241K 0.03%
+9,723
442
$240K 0.03%
+1,533
443
$240K 0.03%
1,849
-13
444
$239K 0.03%
5,256
-138
445
$237K 0.03%
2,828
-147
446
$236K 0.03%
+6,527
447
$235K 0.03%
+5,480
448
$235K 0.03%
+11,995
449
$233K 0.03%
+4,460
450
$233K 0.03%
7,000
16 17
18
19 20