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
701
$445K 0.02%
14,687
-3,427
702
$443K 0.02%
2,211
-475
703
$439K 0.02%
12,760
-591
704
$438K 0.02%
2,167
+3
705
$437K 0.02%
+8,253
706
$437K 0.02%
12,791
-407
707
$436K 0.02%
9,873
-132
708
$436K 0.02%
1,165
-313
709
$435K 0.02%
7,515
-1,338
710
$430K 0.02%
5,896
-134
711
$429K 0.02%
2,669
+24
712
$429K 0.02%
+6,976
713
$428K 0.02%
6,306
714
$426K 0.02%
5,970
+3
715
$423K 0.02%
21,861
716
$423K 0.02%
8,546
-2,999
717
$423K 0.02%
2,768
-841
718
$422K 0.02%
3,341
-4,122
719
$422K 0.02%
22,509
720
$421K 0.02%
15,346
-4,655
721
$421K 0.02%
1,751
+936
722
$420K 0.02%
22,922
-2,160
723
$420K 0.02%
20,061
-425
724
$419K 0.02%
7,695
-253
725
$419K 0.02%
+19,039
27 28
29
30 31