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
751
$393K 0.02%
4,978
-82
752
$392K 0.02%
5,015
-3,143
753
$392K 0.02%
+4,204
754
$392K 0.02%
3,604
+184
755
$391K 0.02%
13,217
-250
756
$391K 0.02%
19,236
-7,252
757
$390K 0.02%
10,345
+261
758
$389K 0.02%
8,980
-2,910
759
$389K 0.02%
6,281
+112
760
$388K 0.02%
4,005
-3,889
761
$388K 0.02%
5,454
-2,656
762
$384K 0.02%
5,544
-41,646
763
$384K 0.02%
8,159
764
$384K 0.02%
28,568
+1,092
765
$384K 0.02%
9,040
-129
766
$383K 0.02%
1,501
-49
767
$383K 0.02%
15,091
-6,984
768
$381K 0.02%
2,253
-46
769
$380K 0.02%
11,810
+1,380
770
$378K 0.02%
19,271
-210
771
$377K 0.02%
4,177
-340
772
$377K 0.02%
12,014
-41,084
773
$377K 0.02%
9,695
-1,486
774
$376K 0.02%
6,043
-59
775
$376K 0.02%
7,248
+1,729
29 30
31
32 33