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
$963M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.17M
3
+$2M
4
XYZ
Block Inc
XYZ
+$1.98M
5
PD icon
PagerDuty
PD
+$1.97M

Top Sells

1
+$2.51M
2
+$1.9M
3
+$1.78M
4
SHW icon
Sherwin-Williams
SHW
+$1.73M
5
EWBC icon
East-West Bancorp
EWBC
+$1.49M

Sector Composition

1 Technology 13.21%
2 Industrials 7.46%
3 Healthcare 6.38%
4 Financials 6.35%
5 Consumer Staples 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$217K 0.02%
1,963
+243
477
$215K 0.02%
607
478
$214K 0.02%
5,824
-703
479
$214K 0.02%
4,798
-97
480
$214K 0.02%
6,245
-224
481
$213K 0.02%
3,872
-10,384
482
$213K 0.02%
2,468
-19
483
$212K 0.02%
13,215
-1,215
484
$211K 0.02%
11,352
+886
485
$210K 0.02%
2,023
+41
486
$208K 0.02%
+1,562
487
$207K 0.02%
2,490
-286
488
$207K 0.02%
6,084
-114
489
$204K 0.02%
+2,616
490
$203K 0.02%
7,998
-1,725
491
$203K 0.02%
+13,635
492
$203K 0.02%
+8,910
493
$203K 0.02%
+6,312
494
$202K 0.02%
+2,528
495
$198K 0.02%
15,523
-2,688
496
$195K 0.02%
+10,877
497
$183K 0.02%
17,147
+388
498
$177K 0.02%
25,575
-5,323
499
$162K 0.02%
17,020
+166
500
$160K 0.02%
11,908
+114
17 18 19
20
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