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
$533M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.39M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.96M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.71M

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.16M
4
WDFC icon
WD-40
WDFC
+$1.14M
5
XOM icon
Exxon Mobil
XOM
+$1.02M

Sector Composition

1 Technology 11.05%
2 Industrials 8.55%
3 Healthcare 6.02%
4 Financials 5.39%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.54%
29,964
-703
52
$2.76M 0.52%
52,248
+3,546
53
$2.75M 0.52%
49,883
+26,704
54
$2.71M 0.51%
30,637
+2,677
55
$2.67M 0.5%
68,832
+4,007
56
$2.66M 0.5%
35,492
+3,238
57
$2.65M 0.5%
149,874
+11,079
58
$2.64M 0.5%
37,645
+2,019
59
$2.61M 0.49%
99,697
+2,223
60
$2.59M 0.49%
25,510
+16,715
61
$2.59M 0.49%
17,878
+6,896
62
$2.57M 0.48%
114,968
+11,692
63
$2.57M 0.48%
34,469
+10,464
64
$2.5M 0.47%
85,680
+814
65
$2.47M 0.46%
55,258
+6,576
66
$2.45M 0.46%
28,129
+4,247
67
$2.45M 0.46%
8,823
+912
68
$2.42M 0.46%
23,706
+3,647
69
$2.39M 0.45%
37,762
+17,666
70
$2.25M 0.42%
17,818
+980
71
$2.24M 0.42%
13,845
+4,757
72
$2.24M 0.42%
65,476
+4,472
73
$2.24M 0.42%
37,208
+2,826
74
$2.24M 0.42%
26,742
+2,577
75
$2.23M 0.42%
62,564
+4,089
1 2
3
4 5