SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
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
+$9.23M
2
+$5.65M
3
+$5.11M
4
AVY icon
Avery Dennison
AVY
+$4.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.05M

Top Sells

1
+$25.6M
2
+$13.5M
3
+$13M
4
MCD icon
McDonald's
MCD
+$11.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.25M

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
951
$234K 0.01%
6,675
-325
952
$234K 0.01%
10,320
-9,701
953
$234K 0.01%
4,194
-5,825
954
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512
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955
$232K 0.01%
4,836
956
$232K 0.01%
7,866
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957
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12,250
958
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12,024
959
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1,380
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963
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964
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10,816
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6,226
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$220K 0.01%
4,439
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37 38
39
40 41