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
826
$351K 0.02%
5,587
-98
827
$351K 0.02%
16,859
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$350K 0.02%
16,181
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$350K 0.02%
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$350K 0.02%
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$350K 0.02%
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$349K 0.02%
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$346K 0.02%
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$344K 0.02%
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$343K 0.02%
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840
$343K 0.02%
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$342K 0.02%
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$339K 0.02%
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$338K 0.02%
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$337K 0.02%
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$336K 0.02%
5,435
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850
$336K 0.02%
4,987
-73