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
26
$7.3M 0.62%
103,000
+7,860
27
$7.3M 0.62%
133,378
+22,297
28
$6.94M 0.59%
223,754
-3,099
29
$6.85M 0.59%
100,295
+31,841
30
$6.7M 0.57%
70,610
+24,660
31
$6.66M 0.57%
44,753
+20,227
32
$6.66M 0.57%
26,586
+1,724
33
$6.48M 0.55%
38,028
+8,155
34
$6.3M 0.54%
52,681
-1,886
35
$6.28M 0.54%
121,156
+444
36
$6.24M 0.53%
89,087
+61,570
37
$6.23M 0.53%
272,808
+34,887
38
$6.11M 0.52%
111,098
+49,536
39
$6.06M 0.52%
71,756
+4,152
40
$5.88M 0.5%
32,059
+16,039
41
$5.75M 0.49%
45,475
+1,136
42
$5.74M 0.49%
98,302
+20,600
43
$5.71M 0.49%
87,886
+267
44
$5.69M 0.49%
203,429
-75,506
45
$5.66M 0.48%
141,816
+1,905
46
$5.64M 0.48%
86,748
+4,588
47
$5.64M 0.48%
111,486
+5,712
48
$5.63M 0.48%
42,561
+2,773
49
$5.58M 0.48%
48,300
+3,301
50
$5.57M 0.48%
39,427
+812
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