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
801
$350K 0.01%
2,061
-322
802
$350K 0.01%
7,812
-4,112
803
$349K 0.01%
3,806
-131
804
$347K 0.01%
5,919
-10,641
805
$347K 0.01%
7,312
+707
806
$347K 0.01%
+18,379
807
$347K 0.01%
3,177
-1,010
808
$343K 0.01%
3,406
-8
809
$343K 0.01%
3,350
+786
810
$343K 0.01%
2,373
+74
811
$342K 0.01%
9,322
-72
812
$342K 0.01%
+15,887
813
$341K 0.01%
5,448
+142
814
$341K 0.01%
+1,875
815
$339K 0.01%
5,634
-104
816
$338K 0.01%
+1,726
817
$337K 0.01%
24,048
-2,155
818
$337K 0.01%
945
-101
819
$333K 0.01%
1,694
-68
820
$332K 0.01%
4,904
+341
821
$332K 0.01%
+1,211
822
$332K 0.01%
3,396
-53
823
$331K 0.01%
6,804
-62
824
$331K 0.01%
6,562
-578
825
$330K 0.01%
6,274
+625
31 32
33
34 35