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
526
$665K 0.03%
9,608
+247
527
$665K 0.03%
20,229
+252
528
$663K 0.03%
20,907
+5,980
529
$657K 0.03%
32,192
+6,188
530
$653K 0.03%
14,809
-1,979
531
$652K 0.03%
53,609
-4,452
532
$651K 0.03%
7,007
-308
533
$651K 0.03%
215,403
+44,468
534
$650K 0.03%
2,544
-34
535
$646K 0.03%
+12,993
536
$645K 0.03%
33,270
-9,127
537
$645K 0.03%
8,524
-2,284
538
$643K 0.03%
9,134
-526
539
$641K 0.03%
10,072
+870
540
$638K 0.03%
7,941
-975
541
$635K 0.03%
20,103
+4,621
542
$634K 0.03%
6,737
-727
543
$633K 0.03%
1,233
+42
544
$633K 0.03%
3,092
-222
545
$631K 0.03%
18,085
546
$631K 0.03%
1,442
-430
547
$627K 0.03%
5,829
-5,372
548
$627K 0.03%
2,654
-190
549
$622K 0.03%
25,904
-657
550
$621K 0.03%
20,383
-1,813
20 21
22
23 24