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
$988M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.63M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.41M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.13M

Top Sells

1
+$2.01M
2
+$1.98M
3
+$1.97M
4
BK icon
Bank of New York Mellon
BK
+$1.6M
5
VEEV icon
Veeva Systems
VEEV
+$1.43M

Sector Composition

1 Technology 13.11%
2 Industrials 7.6%
3 Financials 6.71%
4 Consumer Staples 6.34%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$301K 0.03%
6,765
-2,117
427
$298K 0.03%
3,051
+630
428
$295K 0.03%
2,050
+75
429
$293K 0.03%
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430
$292K 0.03%
3,365
-324
431
$291K 0.03%
3,064
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432
$289K 0.03%
+5,230
433
$289K 0.03%
2,556
434
$285K 0.03%
3,380
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435
$283K 0.03%
1,861
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436
$280K 0.03%
1,919
+6
437
$279K 0.03%
11,366
+58
438
$279K 0.03%
4,644
+101
439
$276K 0.03%
4,654
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440
$273K 0.03%
4,309
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441
$273K 0.03%
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442
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443
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11,912
444
$268K 0.03%
4,109
445
$266K 0.03%
16,575
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446
$266K 0.03%
3,283
-665
447
$266K 0.03%
4,118
448
$265K 0.03%
2,824
+3
449
$263K 0.03%
5,656
+166
450
$262K 0.03%
10,599
+5
16 17
18
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