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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$704K 0.03%
29,959
-651
502
$702K 0.03%
27,572
+4,268
503
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504
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4,138
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505
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506
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2,435
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507
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19,890
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508
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22,318
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509
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2,521
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13,449
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512
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22,344
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513
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4,771
+559
514
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39,955
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515
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27,427
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516
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5,506
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519
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6,065
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520
$678K 0.03%
13,889
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15,661
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522
$674K 0.03%
9,785
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523
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10,220
-402
524
$669K 0.03%
6,450
+3,000
525
$666K 0.03%
4,613
-5,884
19 20
21
22 23