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
476
$274K 0.02%
1,618
+25
477
$273K 0.02%
+3,135
478
$272K 0.02%
4,957
-4,340
479
$271K 0.02%
4,616
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480
$268K 0.02%
9,579
-15,197
481
$266K 0.02%
+4,452
482
$264K 0.02%
+4,650
483
$264K 0.02%
1,130
-1,505
484
$262K 0.02%
785
-93
485
$261K 0.02%
12,825
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486
$260K 0.02%
3,199
-1,223
487
$259K 0.02%
4,281
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488
$253K 0.02%
8,391
-1,045
489
$251K 0.02%
11,486
490
$248K 0.02%
11,605
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491
$247K 0.02%
14,862
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492
$247K 0.02%
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493
$246K 0.02%
+6,170
494
$246K 0.02%
847
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495
$245K 0.02%
24,442
-3,741
496
$243K 0.02%
7,151
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497
$243K 0.02%
9,505
+1,111
498
$242K 0.02%
17,290
+102
499
$238K 0.02%
+2,150
500
$234K 0.02%
1,850
-19,407