SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Fund
S&P 500
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
426
$380K 0.03%
7,880
+27
427
$374K 0.03%
17,663
-10,415
428
$373K 0.03%
10,794
-10,619
429
$371K 0.03%
11,956
430
$371K 0.03%
7,338
431
$371K 0.03%
7,208
432
$370K 0.03%
2,133
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433
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434
$366K 0.03%
4,176
435
$362K 0.03%
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+614
436
$358K 0.03%
9,244
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437
$344K 0.03%
13,143
-71
438
$343K 0.03%
1,874
-938
439
$340K 0.03%
3,824
-3,594
440
$334K 0.03%
11,509
+1,189
441
$332K 0.03%
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442
$332K 0.03%
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443
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6,292
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444
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6,487
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445
$330K 0.03%
6,874
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446
$327K 0.03%
+2,338
447
$325K 0.03%
10,554
+1,171
448
$325K 0.03%
+12,340
449
$320K 0.03%
13,398
-2,601
450
$319K 0.03%
3,673
-1,291
16 17
18
19 20