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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.52M 0.47%
18,211
+7,774
52
$5.52M 0.47%
142,275
-1,574
53
$5.5M 0.47%
36,731
+1,273
54
$5.5M 0.47%
15,075
+140
55
$5.45M 0.47%
139,827
+1,852
56
$5.42M 0.46%
59,444
+1,706
57
$5.35M 0.46%
38,069
+4,468
58
$5.3M 0.45%
174,906
-513
59
$5.3M 0.45%
39,377
+26,972
60
$5.22M 0.45%
22,037
+656
61
$5.22M 0.45%
146,650
-13,745
62
$5.14M 0.44%
52,356
+8,531
63
$5.11M 0.44%
168,721
-33,144
64
$5.07M 0.43%
113,454
+4,361
65
$4.9M 0.42%
109,677
+69,215
66
$4.81M 0.41%
58,899
-1,011
67
$4.69M 0.4%
89,777
+10,563
68
$4.68M 0.4%
16,524
+10,238
69
$4.64M 0.4%
147,160
+81,400
70
$4.59M 0.39%
41,501
+1,552
71
$4.46M 0.38%
12,315
+3,438
72
$4.46M 0.38%
42,646
+21,799
73
$4.43M 0.38%
14,423
+41
74
$4.37M 0.37%
31,877
+9,967
75
$4.33M 0.37%
25,459
+10,061
1 2
3
4 5