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
551
$659K 0.03%
4,916
-1,204
552
$657K 0.03%
3,541
+338
553
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554
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555
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556
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-397
557
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17,760
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558
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13,200
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559
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561
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564
$633K 0.03%
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570
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2,779
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571
$620K 0.03%
12,051
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572
$619K 0.03%
1,755
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573
$618K 0.03%
33,664
574
$617K 0.03%
25,240
+6,226
575
$604K 0.03%
67,244
+103
21 22
23
24 25