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
$330M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.89M
3
+$2.34M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.28M
5
IEIS
ISHARES ENHANCED INTERNATIONAL SMALL-CAP ETF
IEIS
+$2.16M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.72M
4
HRL icon
Hormel Foods
HRL
+$1.54M
5
SIZE icon
iShares MSCI USA Size Factor ETF
SIZE
+$1.51M

Sector Composition

1 Industrials 8.26%
2 Technology 7.23%
3 Communication Services 5.76%
4 Consumer Discretionary 5.74%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.58%
25,387
+19,006
52
$1.89M 0.57%
16,448
+3,662
53
$1.89M 0.57%
34,010
+18,054
54
$1.85M 0.56%
39,112
-896
55
$1.84M 0.56%
65,066
+10,275
56
$1.81M 0.55%
57,784
-10,949
57
$1.77M 0.54%
20,624
+2,101
58
$1.76M 0.53%
72,922
+3,975
59
$1.75M 0.53%
37,808
+6,033
60
$1.71M 0.52%
103,152
+1,790
61
$1.71M 0.52%
12,121
-11
62
$1.69M 0.51%
6,418
+32
63
$1.68M 0.51%
114,393
+12,900
64
$1.67M 0.51%
29,627
+3,420
65
$1.61M 0.49%
45,179
+623
66
$1.6M 0.48%
45,705
+17,486
67
$1.6M 0.48%
45,420
+900
68
$1.59M 0.48%
30,878
+11,798
69
$1.58M 0.48%
49,028
+5,843
70
$1.53M 0.46%
12,865
+593
71
$1.53M 0.46%
29,448
+20,207
72
$1.52M 0.46%
33,671
+25,662
73
$1.49M 0.45%
61,951
+44,298
74
$1.48M 0.45%
29,351
-9,278
75
$1.48M 0.45%
37,104
+5,566
1 2
3
4 5