SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+13.56%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$907M
AUM Growth
+$139M
(+18%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
14.47%
Holding
513
New
50
Increased
282
Reduced
146
Closed
22
Top Buys
| 1 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
+$5.83M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$5.48M |
| 3 |
NVIDIA
NVDA
|
+$3.34M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.71M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.31M |
Top Sells
| 1 |
ABMD
Abiomed Inc
ABMD
|
+$3.22M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$2.84M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$2.25M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.11M |
| 5 |
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% |
