SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
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 +$14.7M
2 +$12.3M
3 +$10.6M
4
AAPL icon
Apple
AAPL
+$6.94M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5M

Top Sells

1 +$8.79M
2 +$8.45M
3 +$7.52M
4
FCX icon
Freeport-McMoran
FCX
+$6.38M
5
NVO icon
Novo Nordisk
NVO
+$5.75M

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
726
$417K 0.02%
3,951
-182
727
$417K 0.02%
4,344
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18,634
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$400K 0.02%
9,500
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