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
501
$234K 0.02%
+5,265
502
$232K 0.02%
1,096
-1,058
503
$231K 0.02%
2,319
-1,554
504
$230K 0.02%
2,098
-1,934
505
$227K 0.02%
3,913
-149
506
$226K 0.02%
11,000
507
$225K 0.02%
562
-346
508
$225K 0.02%
+10,123
509
$224K 0.02%
+2,344
510
$222K 0.02%
2,537
-131
511
$220K 0.02%
+4,356
512
$216K 0.02%
11,354
+744
513
$216K 0.02%
+1,253
514
$216K 0.02%
+9,655
515
$215K 0.02%
4,379
-2,396
516
$214K 0.02%
+3,587
517
$213K 0.02%
+4,289
518
$212K 0.02%
+1,119
519
$210K 0.02%
+2,338
520
$209K 0.02%
+5,118
521
$208K 0.02%
2,421
-1,953
522
$208K 0.02%
3,605
+352
523
$208K 0.02%
8,115
524
$206K 0.02%
2,169
-2,681
525
$206K 0.02%
+6,127