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
551
$621K 0.03%
2,286
-78
552
$621K 0.03%
19,408
+1,205
553
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10,215
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554
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-460
555
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16,453
-4,297
556
$612K 0.03%
3,010
-2,482
557
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13,570
558
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11,315
-1,200
559
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+23,265
560
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6,699
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561
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21,200
562
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1,940
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563
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15,037
-1,489
564
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19,679
-1,301
565
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2,641
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12,694
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569
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570
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14,672
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571
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3,575
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572
$593K 0.03%
27,929
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573
$592K 0.03%
4,181
-3,680
574
$589K 0.03%
12,262
-1,212
575
$589K 0.03%
8,633
+5,875
21 22
23
24 25