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
$369M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.83M
3
+$3.61M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.29M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M

Top Sells

1
+$4.97M
2
+$4.33M
3
+$3.76M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.49M
5
MBB icon
iShares MBS ETF
MBB
+$3.38M

Sector Composition

1 Technology 9.75%
2 Industrials 9.51%
3 Communication Services 5.88%
4 Healthcare 5.73%
5 Financials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.57%
38,447
+8,999
52
$2.11M 0.57%
44,636
+1,576
53
$2.11M 0.57%
32,208
+848
54
$2.1M 0.57%
26,042
-614
55
$2.1M 0.57%
84,784
+22,833
56
$2.09M 0.57%
31,947
+2,320
57
$2.07M 0.56%
43,876
+6,068
58
$2.07M 0.56%
+92,036
59
$2.04M 0.55%
37,811
+6,933
60
$2M 0.54%
+36,716
61
$1.99M 0.54%
125,707
+11,314
62
$1.91M 0.52%
19,693
-26,810
63
$1.88M 0.51%
19,482
+10,647
64
$1.86M 0.5%
16,194
+3,329
65
$1.85M 0.5%
6,391
-27
66
$1.84M 0.5%
53,333
+4,305
67
$1.84M 0.5%
60,787
+3,003
68
$1.83M 0.49%
104,480
+1,328
69
$1.8M 0.49%
22,533
+1,909
70
$1.78M 0.48%
56,015
-9,051
71
$1.74M 0.47%
51,709
+32,659
72
$1.69M 0.46%
25,345
+5,411
73
$1.66M 0.45%
60,374
+14,424
74
$1.65M 0.45%
37,198
-1,914
75
$1.63M 0.44%
18,195
+9,176
1 2
3
4 5