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
$2.21B
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
751
$399K 0.02%
5,489
+190
752
$398K 0.02%
+1,791
753
$398K 0.02%
6,050
-70,031
754
$395K 0.02%
93,463
+1,142
755
$395K 0.02%
8,197
-1,451
756
$392K 0.02%
8,097
-2,855
757
$391K 0.02%
9,309
+2,063
758
$390K 0.02%
3,374
+362
759
$390K 0.02%
13,585
760
$389K 0.02%
5,772
+6
761
$389K 0.02%
35,339
+14,110
762
$389K 0.02%
3,199
-21
763
$388K 0.02%
15,033
-7,476
764
$388K 0.02%
5,377
-578
765
$388K 0.02%
37,679
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766
$387K 0.02%
7,430
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767
$387K 0.02%
66,637
-5,813
768
$385K 0.02%
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769
$385K 0.02%
20,719
+5,955
770
$384K 0.02%
4,344
771
$383K 0.02%
4,338
+5
772
$383K 0.02%
8,773
+3,978
773
$383K 0.02%
16,117
+7
774
$383K 0.02%
3,245
-316
775
$383K 0.02%
33,884
+1,508
29 30
31
32 33