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
776
$374K 0.02%
+10,702
777
$374K 0.02%
3,965
-168
778
$374K 0.02%
5,100
-23,474
779
$374K 0.02%
7,158
-282
780
$372K 0.02%
8,795
-97
781
$370K 0.02%
23,667
-12,025
782
$370K 0.02%
251
783
$368K 0.02%
5,415
-1,869
784
$367K 0.02%
4,435
-1,166
785
$367K 0.02%
11,053
-4,587
786
$365K 0.02%
17,213
787
$365K 0.02%
6,111
+2,829
788
$363K 0.02%
7,036
-3,000
789
$363K 0.02%
9,882
-1,469
790
$360K 0.02%
12,877
-2,316
791
$359K 0.02%
9,450
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792
$357K 0.02%
5,052
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793
$357K 0.02%
2,727
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794
$357K 0.02%
3,254
-2,800
795
$356K 0.02%
14,817
+1,334
796
$355K 0.02%
10,287
-612
797
$353K 0.02%
10,545
+1,200
798
$352K 0.02%
17,498
799
$351K 0.01%
4,579
-248
800
$351K 0.01%
16,357
-4,475
30 31
32
33 34