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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$418K 0.02%
6,665
-233
727
$415K 0.02%
11,754
-344
728
$415K 0.02%
2,116
-169
729
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7,256
+1,436
730
$414K 0.02%
54,618
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731
$413K 0.02%
10,013
-4,047
732
$413K 0.02%
7,963
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$413K 0.02%
11,227
-6,279
734
$412K 0.02%
21,175
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735
$411K 0.02%
7,071
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736
$410K 0.02%
4,296
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737
$408K 0.02%
5,063
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738
$408K 0.02%
3,659
-80
739
$405K 0.02%
11,692
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740
$405K 0.02%
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7,222
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744
$401K 0.02%
8,394
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745
$401K 0.02%
2,508
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746
$400K 0.02%
551
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747
$400K 0.02%
24,610
-6,180
748
$399K 0.02%
7,028
+287
749
$398K 0.02%
11,258
+1,408
750
$395K 0.02%
4,311
+6
28 29
30
31 32