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
826
$330K 0.01%
5,039
+1,574
827
$329K 0.01%
4,427
-487
828
$327K 0.01%
1,440
-444
829
$325K 0.01%
4,721
-2,270
830
$325K 0.01%
8,115
-149
831
$324K 0.01%
1,640
-83
832
$324K 0.01%
15,663
833
$323K 0.01%
1,314
-332
834
$322K 0.01%
7,042
-115
835
$321K 0.01%
2,964
+184
836
$320K 0.01%
520
-1
837
$320K 0.01%
+5,173
838
$320K 0.01%
5,516
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839
$319K 0.01%
7,290
-124
840
$318K 0.01%
3,222
-71
841
$316K 0.01%
2,072
-1,049
842
$316K 0.01%
10,698
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843
$315K 0.01%
2,591
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844
$314K 0.01%
8,287
-5,322
845
$314K 0.01%
3,320
-5
846
$314K 0.01%
3,133
-557
847
$313K 0.01%
1,053
-62
848
$313K 0.01%
9,484
-1
849
$313K 0.01%
2,308
+106
850
$310K 0.01%
7,432
-1,453
32 33
34
35 36