SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
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
926
$275K 0.01%
7,072
-1
927
$275K 0.01%
2,015
-144
928
$275K 0.01%
11,840
-83
929
$273K 0.01%
+5,470
930
$271K 0.01%
11,636
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931
$271K 0.01%
9,305
932
$271K 0.01%
1,873
-461
933
$271K 0.01%
3,966
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934
$270K 0.01%
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935
$270K 0.01%
8,314
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936
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937
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9,280
938
$267K 0.01%
27,305
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939
$267K 0.01%
2,514
-2
940
$266K 0.01%
5,899
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$266K 0.01%
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942
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945
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1,648
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$259K 0.01%
9,221
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948
$258K 0.01%
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$258K 0.01%
1,523
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950
$257K 0.01%
2,211
+46
36 37
38
39 40