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
451
$846K 0.04%
5,499
+96
452
$844K 0.04%
26,857
-1,315
453
$842K 0.04%
10,365
-1,437
454
$840K 0.04%
25,210
-10,365
455
$836K 0.04%
17,962
-363
456
$835K 0.04%
22,815
+2,402
457
$833K 0.04%
39,323
-1,325
458
$827K 0.04%
11,016
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459
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20,373
-11,806
460
$824K 0.04%
6,171
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461
$817K 0.03%
8,366
+109
462
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9,870
+213
463
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8,750
-2,537
464
$802K 0.03%
6,672
+2,688
465
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8,284
-8,373
466
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6,602
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467
$791K 0.03%
48,020
-2,405
468
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13,009
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469
$788K 0.03%
6,218
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470
$788K 0.03%
9,171
-1,299
471
$786K 0.03%
2,287
+120
472
$784K 0.03%
11,233
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473
$782K 0.03%
2,561
-207
474
$780K 0.03%
28,482
475
$773K 0.03%
6,101
-818
17 18
19
20 21