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
526
$203K 0.02%
+6,528
527
$202K 0.02%
19,300
+7,815
528
$201K 0.02%
+5,660
529
$201K 0.02%
2,410
-19,408
530
$199K 0.02%
10,814
+489
531
$186K 0.02%
21,969
-4,872
532
$172K 0.01%
12,710
+148
533
$170K 0.01%
13,714
-2,913
534
$163K 0.01%
12,367
+123
535
$162K 0.01%
10,695
+448
536
$155K 0.01%
10,731
537
$155K 0.01%
+14,410
538
$154K 0.01%
+10,688
539
$145K 0.01%
10,146
-3,513
540
$116K 0.01%
21,275
+3,125
541
$84K 0.01%
+10,000
542
$68.8K 0.01%
15,000
543
$62.3K 0.01%
27,799
+4,349
544
$48.8K ﹤0.01%
11,000
-65
545
$46.4K ﹤0.01%
11,241
546
– –
-12,409
547
– –
-12,121
548
– –
-27,070
549
– –
-7,986
550
– –
-2,407
20 21
22
23 24