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
626
$535K 0.02%
7,507
-14,236
627
$534K 0.02%
+28,254
628
$533K 0.02%
3,397
-117
629
$533K 0.02%
5,891
-315
630
$531K 0.02%
14,625
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631
$530K 0.02%
15,101
-158
632
$526K 0.02%
15,795
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633
$526K 0.02%
24,339
-1,926
634
$526K 0.02%
5,759
-696
635
$524K 0.02%
12,916
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636
$524K 0.02%
20,267
637
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5,516
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638
$519K 0.02%
2,982
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639
$518K 0.02%
7,830
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640
$515K 0.02%
4,003
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641
$514K 0.02%
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642
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643
$512K 0.02%
14,725
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644
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5,186
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645
$509K 0.02%
2,723
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646
$508K 0.02%
5,158
-3,353
647
$507K 0.02%
11,257
-907
648
$507K 0.02%
6,940
-648
649
$506K 0.02%
17,274
+71
650
$505K 0.02%
8,222
+4,494
24 25
26
27 28