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
601
$562K 0.03%
24,358
-425
602
$562K 0.03%
15,692
+515
603
$562K 0.03%
9,216
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-53
609
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610
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611
$553K 0.03%
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$552K 0.03%
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613
$551K 0.02%
2,547
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614
$550K 0.02%
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$550K 0.02%
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$548K 0.02%
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12,722
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$547K 0.02%
17,475
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620
$547K 0.02%
7,425
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$542K 0.02%
7,448
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622
$542K 0.02%
8,500
-165
623
$537K 0.02%
18,079
+988
624
$536K 0.02%
2,648
+536
625
$536K 0.02%
+1,545
23 24
25
26 27