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
451
$232K 0.03%
+4,687
452
$230K 0.03%
2,107
-3
453
$230K 0.03%
1,192
-239
454
$229K 0.03%
2,704
-95
455
$229K 0.03%
+1,340
456
$229K 0.03%
+3,275
457
$228K 0.02%
4,369
-1,908
458
$227K 0.02%
4,895
+125
459
$227K 0.02%
+5,476
460
$227K 0.02%
4,205
-445
461
$226K 0.02%
18,211
+268
462
$225K 0.02%
2,776
-506
463
$225K 0.02%
+2,550
464
$224K 0.02%
14,430
+168
465
$224K 0.02%
+3,837
466
$223K 0.02%
+1,720
467
$222K 0.02%
+1,982
468
$220K 0.02%
4,336
-747
469
$219K 0.02%
5,110
-812
470
$218K 0.02%
+9,779
471
$218K 0.02%
10,348
472
$218K 0.02%
8,852
-1,229
473
$217K 0.02%
+1,768
474
$216K 0.02%
1,490
-513
475
$214K 0.02%
6,469
-1,450
17 18
19
20 21