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
901
$263K 0.01%
4,573
-122
902
$262K 0.01%
1,880
-443
903
$262K 0.01%
4,598
-5,507
904
$261K 0.01%
7,313
-27
905
$260K 0.01%
9,350
906
$258K 0.01%
2,064
-30
907
$257K 0.01%
6,802
-76
908
$257K 0.01%
5,331
-237
909
$256K 0.01%
10,272
-7,043
910
$256K 0.01%
6,063
-1,982
911
$255K 0.01%
13,795
+3,804
912
$255K 0.01%
805
-12
913
$254K 0.01%
12,453
-1,095
914
$252K 0.01%
2,230
-825
915
$252K 0.01%
4,635
-261
916
$251K 0.01%
2,125
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917
$251K 0.01%
+8,685
918
$249K 0.01%
+4,356
919
$249K 0.01%
2,069
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920
$249K 0.01%
1,647
-3,184
921
$249K 0.01%
+4,687
922
$249K 0.01%
5,116
+917
923
$248K 0.01%
1,440
-656
924
$248K 0.01%
5,465
-347
925
$248K 0.01%
1,874
-650
35 36
37
38 39