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
876
$288K 0.01%
2,791
-136
877
$287K 0.01%
1,596
-609
878
$287K 0.01%
2,804
+265
879
$287K 0.01%
93
880
$286K 0.01%
4,143
-1,633
881
$286K 0.01%
3,860
-1,487
882
$285K 0.01%
1,949
-335
883
$285K 0.01%
6,681
-3,199
884
$280K 0.01%
4,394
-238
885
$280K 0.01%
7,566
-2,265
886
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2,133
-4,984
887
$277K 0.01%
3,618
-1,149
888
$275K 0.01%
13,829
-459
889
$274K 0.01%
8,511
+531
890
$274K 0.01%
14,250
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891
$273K 0.01%
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892
$272K 0.01%
3,611
-1,526
893
$268K 0.01%
2,463
-143
894
$267K 0.01%
6,100
-7,211
895
$266K 0.01%
+7,869
896
$266K 0.01%
52,048
+1,055
897
$265K 0.01%
4,503
-1,000
898
$265K 0.01%
3,086
-536
899
$263K 0.01%
+8,933
900
$263K 0.01%
9,035
-8,443
34 35
36
37 38