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
$963M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.17M
3
+$2M
4
XYZ
Block Inc
XYZ
+$1.98M
5
PD icon
PagerDuty
PD
+$1.97M

Top Sells

1
+$2.51M
2
+$1.9M
3
+$1.78M
4
SHW icon
Sherwin-Williams
SHW
+$1.73M
5
EWBC icon
East-West Bancorp
EWBC
+$1.49M

Sector Composition

1 Technology 13.21%
2 Industrials 7.46%
3 Healthcare 6.38%
4 Financials 6.35%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$242K 0.02%
+14,912
452
$241K 0.02%
+4,661
453
$238K 0.02%
+1,820
454
$238K 0.02%
+4,297
455
$238K 0.02%
2,612
+62
456
$238K 0.02%
5,490
+14
457
$237K 0.02%
+16,919
458
$236K 0.02%
4,932
-324
459
$235K 0.02%
4,205
460
$235K 0.02%
5,177
-4,680
461
$235K 0.02%
2,813
-368
462
$234K 0.02%
3,395
+120
463
$231K 0.02%
4,370
+1
464
$228K 0.02%
1,968
+41
465
$227K 0.02%
2,503
-608
466
$226K 0.02%
+5,029
467
$224K 0.02%
1,490
468
$223K 0.02%
8,377
+489
469
$223K 0.02%
119
-51
470
$223K 0.02%
+10,681
471
$221K 0.02%
+1,327
472
$221K 0.02%
8,856
+4
473
$220K 0.02%
+4,685
474
$220K 0.02%
+11,883
475
$218K 0.02%
+2,696
17 18
19
20 21