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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.1M
3
+$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1
+$8.79M
2
+$7.57M
3
+$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$756K 0.03%
7,070
-193
502
$756K 0.03%
9,439
+618
503
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32,556
-9,540
504
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5,027
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505
$737K 0.03%
19,835
-1,320
506
$736K 0.03%
29,093
+247
507
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21,400
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508
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10,376
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509
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16,526
-357
510
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27,509
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511
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17,394
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512
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3,999
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513
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7,880
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514
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26,867
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515
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29,146
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62,394
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519
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42,087
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520
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31,017
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521
$712K 0.03%
9,413
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522
$711K 0.03%
13,900
-1,213
523
$709K 0.03%
57,500
+3,234
524
$705K 0.03%
15,064
+16
525
$704K 0.03%
8,856
+1,337
19 20
21
22 23