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
851
$310K 0.01%
25,677
+54
852
$309K 0.01%
20,715
-856
853
$307K 0.01%
3,324
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$307K 0.01%
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$306K 0.01%
750
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$305K 0.01%
1,704
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857
$301K 0.01%
2,839
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$300K 0.01%
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859
$300K 0.01%
2,324
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861
$299K 0.01%
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-1,460
863
$298K 0.01%
5,578
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$296K 0.01%
9,986
-290
865
$296K 0.01%
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866
$295K 0.01%
28,943
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867
$295K 0.01%
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20,905
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$294K 0.01%
2,603
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870
$292K 0.01%
3,841
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871
$291K 0.01%
3,849
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872
$291K 0.01%
3,955
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873
$290K 0.01%
3,363
-139
874
$290K 0.01%
6,272
+922
875
$290K 0.01%
6,000
-73
33 34
35
36 37