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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$977K 0.04%
28,341
+21,391
427
$976K 0.04%
26,650
+9,100
428
$969K 0.04%
11,029
-335
429
$966K 0.04%
13,919
+52
430
$960K 0.04%
34,888
-1,214
431
$954K 0.04%
5,840
-434
432
$946K 0.04%
5,263
-30
433
$941K 0.04%
9,224
-4,502
434
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67,020
+958
435
$938K 0.04%
27,863
+14,493
436
$933K 0.04%
20,628
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437
$927K 0.04%
1,126
-73
438
$926K 0.04%
5,239
-348
439
$917K 0.04%
1,884
+400
440
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1,862
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441
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442
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12,015
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9,762
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444
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53,417
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445
$866K 0.04%
14,757
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446
$865K 0.04%
4,230
+4
447
$861K 0.04%
15,612
-4,846
448
$856K 0.04%
8,655
-577
449
$849K 0.04%
+25,720
450
$848K 0.04%
36,531
+15,065
16 17
18
19 20