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
426
$996K 0.05%
51,426
+3,547
427
$985K 0.04%
30,306
-805
428
$983K 0.04%
+11,810
429
$979K 0.04%
25,288
+207
430
$973K 0.04%
43,215
+23,375
431
$973K 0.04%
1,176
-45
432
$972K 0.04%
34,644
-760
433
$971K 0.04%
12,115
-23
434
$971K 0.04%
11,866
-5,250
435
$966K 0.04%
43,838
+2,802
436
$962K 0.04%
20,680
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437
$945K 0.04%
12,510
-1,942
438
$944K 0.04%
33,083
-6,242
439
$944K 0.04%
14,644
-383
440
$938K 0.04%
13,956
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441
$933K 0.04%
47,110
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442
$930K 0.04%
33,549
-38
443
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58,523
+27,087
444
$909K 0.04%
+30,005
445
$901K 0.04%
8,437
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446
$897K 0.04%
44,475
-87
447
$896K 0.04%
17,202
+2,292
448
$893K 0.04%
10,986
+5,535
449
$873K 0.04%
37,864
450
$871K 0.04%
8,306
+1,652
16 17
18
19 20