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
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.43M
3
+$5.01M
4
MBB icon
iShares MBS ETF
MBB
+$4.88M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.74M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 8.46%
2 Industrials 8.21%
3 Technology 7.12%
4 Communication Services 6.04%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.56%
+32,598
52
$1.62M 0.55%
+101,493
53
$1.59M 0.54%
+8,451
54
$1.59M 0.54%
+31,493
55
$1.56M 0.53%
+12,132
56
$1.54M 0.52%
+35,511
57
$1.52M 0.52%
+26,207
58
$1.51M 0.52%
+22,817
59
$1.49M 0.51%
+18,523
60
$1.48M 0.51%
+44,556
61
$1.47M 0.5%
+31,775
62
$1.46M 0.5%
+18,637
63
$1.46M 0.5%
+14,709
64
$1.43M 0.49%
+48,300
65
$1.43M 0.49%
+12,272
66
$1.43M 0.49%
+13,391
67
$1.42M 0.49%
+12,755
68
$1.41M 0.48%
+12,786
69
$1.41M 0.48%
+6,386
70
$1.39M 0.48%
+13,556
71
$1.38M 0.47%
+30,939
72
$1.36M 0.46%
+38,547
73
$1.34M 0.46%
+52,867
74
$1.34M 0.46%
+18,046
75
$1.33M 0.45%
+87,030
1 2
3
4 5