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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.25M 0.36%
87,868
+9,677
77
$4.23M 0.36%
18,029
+317
78
$4.21M 0.36%
20,843
+819
79
$4.2M 0.36%
45,034
+12,077
80
$4.19M 0.36%
37,521
+291
81
$4.19M 0.36%
62,582
+6,178
82
$4.15M 0.35%
45,397
+267
83
$4.06M 0.35%
14,571
+79
84
$4.05M 0.35%
52,847
-6,717
85
$4.03M 0.34%
42,792
+2,666
86
$3.98M 0.34%
35,589
-1,271
87
$3.98M 0.34%
53,950
+18,721
88
$3.97M 0.34%
143,695
+167
89
$3.92M 0.34%
77,175
+2,723
90
$3.91M 0.33%
94,564
-509
91
$3.86M 0.33%
22,809
+240
92
$3.79M 0.32%
54,618
-58,123
93
$3.76M 0.32%
29,403
+2,383
94
$3.76M 0.32%
60,910
-9,757
95
$3.61M 0.31%
48,410
+10,514
96
$3.59M 0.31%
64,867
-3,961
97
$3.57M 0.31%
59,460
-80
98
$3.57M 0.31%
138,024
+14,929
99
$3.56M 0.3%
78,894
+5,908
100
$3.54M 0.3%
21,574
+8,114
2 3
4
5 6