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
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.43M
3
+$5.01M
4
MBB icon
iShares MBS ETF
MBB
+$4.88M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.74M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 8.46%
2 Industrials 8.21%
3 Technology 7.12%
4 Communication Services 6.04%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.8%
+30,498
27
$2.32M 0.79%
+27,784
28
$2.31M 0.79%
+68,733
29
$2.3M 0.79%
+81,903
30
$2.27M 0.77%
+76,779
31
$2.26M 0.77%
+69,767
32
$2.15M 0.73%
+56,394
33
$2.14M 0.73%
+25,956
34
$2.09M 0.71%
+15,555
35
$2.09M 0.71%
+22,749
36
$1.99M 0.68%
+29,210
37
$1.99M 0.68%
+83,145
38
$1.93M 0.66%
+40,008
39
$1.92M 0.65%
+38,629
40
$1.89M 0.65%
+41,999
41
$1.88M 0.64%
+25,024
42
$1.88M 0.64%
+8,478
43
$1.74M 0.59%
+101,362
44
$1.73M 0.59%
+11,955
45
$1.72M 0.59%
+54,791
46
$1.72M 0.59%
+37,613
47
$1.7M 0.58%
+44,520
48
$1.69M 0.58%
+48,522
49
$1.68M 0.57%
+68,947
50
$1.66M 0.57%
+23,916
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