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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$317K 0.03%
2,818
+16
452
$317K 0.03%
7,474
-105
453
$317K 0.03%
24,128
+3,040
454
$316K 0.03%
+2,134
455
$314K 0.03%
504
-22
456
$313K 0.03%
2,464
-2,095
457
$312K 0.03%
+3,381
458
$307K 0.03%
22,092
+146
459
$306K 0.03%
+8,351
460
$305K 0.03%
7,494
-5,598
461
$302K 0.03%
7,999
+1,549
462
$300K 0.03%
1,517
-842
463
$297K 0.03%
8,075
+1,254
464
$294K 0.03%
4,190
-3,031
465
$292K 0.03%
5,385
+494
466
$291K 0.02%
+2,731
467
$290K 0.02%
14,311
468
$288K 0.02%
+688
469
$286K 0.02%
4,495
+236
470
$285K 0.02%
13,595
-18,782
471
$284K 0.02%
1,429
-7,266
472
$283K 0.02%
3,037
+783
473
$280K 0.02%
3,207
-126
474
$278K 0.02%
2,765
-525
475
$276K 0.02%
+550
17 18
19
20 21