SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.1M
3
+$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1
+$8.79M
2
+$7.57M
3
+$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.84M 0.35%
99,955
-3,362
52
$7.71M 0.35%
108,643
-3,358
53
$7.7M 0.35%
262,596
+5,238
54
$7.7M 0.35%
53,577
+4,070
55
$7.61M 0.34%
128,349
+3,223
56
$7.46M 0.34%
21,949
-758
57
$7.46M 0.34%
32,477
+88
58
$7.37M 0.33%
169,378
+251
59
$7.34M 0.33%
44,757
+602
60
$7.27M 0.33%
15,399
+4,092
61
$7.1M 0.32%
134,770
-4,157
62
$7.05M 0.32%
86,146
+7,138
63
$6.81M 0.31%
20,756
-3,127
64
$6.8M 0.31%
81,873
+5,496
65
$6.56M 0.3%
254,287
+18,548
66
$6.54M 0.3%
149,215
+70
67
$6.42M 0.29%
34,209
+4,105
68
$6.4M 0.29%
96,428
+16,070
69
$6.4M 0.29%
53,872
+7,936
70
$6.36M 0.29%
22,361
-116
71
$6.3M 0.29%
109,269
+38,045
72
$6.3M 0.28%
173,181
+8,864
73
$6.29M 0.28%
65,008
+19,790
74
$6.28M 0.28%
127,873
+5,693
75
$6.26M 0.28%
142,437
-5,565
1 2
3
4 5