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
951
$257K 0.01%
13,468
952
$257K 0.01%
1,979
+41
953
$257K 0.01%
10,672
-2,577
954
$256K 0.01%
20,654
-3,193
955
$256K 0.01%
1,116
-30
956
$256K 0.01%
2,848
+773
957
$254K 0.01%
3,380
+1,103
958
$253K 0.01%
10,962
+3,942
959
$253K 0.01%
22,594
+4,854
960
$252K 0.01%
+3,322
961
$250K 0.01%
6,685
+268
962
$250K 0.01%
+3,114
963
$249K 0.01%
1,327
-278
964
$248K 0.01%
1,838
+110
965
$247K 0.01%
5,130
966
$245K 0.01%
3,133
+281
967
$245K 0.01%
5,317
-83
968
$244K 0.01%
2,050
+475
969
$244K 0.01%
+1,896
970
$243K 0.01%
2,250
-62
971
$243K 0.01%
5,554
+235
972
$243K 0.01%
5,055
+3
973
$242K 0.01%
+718
974
$240K 0.01%
3,039
-256
975
$240K 0.01%
2,186
-13
37 38
39
40 41