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
$3.13B
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$7.33M
3
+$6.85M
4
ALL icon
Allstate
ALL
+$5.81M
5
APD icon
Air Products & Chemicals
APD
+$4.8M

Top Sells

1
+$13.3M
2
+$12.5M
3
+$6.72M
4
PLTR icon
Palantir
PLTR
+$5.64M
5
NEE icon
NextEra Energy
NEE
+$5.29M

Sector Composition

1 Technology 19.49%
2 Financials 9.53%
3 Consumer Discretionary 6.92%
4 Healthcare 6.31%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.7M 0.6%
36,778
-6,850
27
$18.5M 0.59%
95,120
+679
28
$17.1M 0.55%
103,249
+8,754
29
$17.1M 0.55%
110,719
+3,144
30
$16.2M 0.52%
244,404
+56,945
31
$16.1M 0.51%
29,385
+748
32
$16M 0.51%
571,440
+22,896
33
$15.4M 0.49%
53,471
+6,528
34
$15.3M 0.49%
164,742
+3,545
35
$15.2M 0.49%
416,672
+63,399
36
$15.1M 0.48%
88,068
+9,252
37
$14.3M 0.46%
38,919
-1,407
38
$14M 0.45%
100,456
-3,507
39
$13.8M 0.44%
188,072
-5,794
40
$13.8M 0.44%
25,126
-200
41
$13.7M 0.44%
370,881
+47,607
42
$13.6M 0.43%
44,167
-2,528
43
$13.3M 0.43%
86,507
+8,993
44
$13.2M 0.42%
35,479
+18
45
– –
0
46
$12.6M 0.4%
40,312
+9,727
47
$12.4M 0.4%
490,280
+23,631
48
$12.2M 0.39%
155,528
+4,168
49
$12.1M 0.39%
72,204
+415
50
$11.8M 0.38%
68,995
+2,946
1
2
3 4 5