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
976
$220K 0.01%
2,179
-200
977
$220K 0.01%
3,258
978
$219K 0.01%
1,754
-5
979
$219K 0.01%
6,345
-12,401
980
$219K 0.01%
5,748
-12
981
$218K 0.01%
3,490
+265
982
$217K 0.01%
+6,215
983
$217K 0.01%
8,273
-179
984
$217K 0.01%
2,724
-612
985
$216K 0.01%
2,574
-335
986
$216K 0.01%
6,437
-1,176
987
$214K 0.01%
15,485
-14,061
988
$214K 0.01%
1,192
-1,670
989
$214K 0.01%
+5,400
990
$214K 0.01%
+4,331
991
$213K 0.01%
7,346
992
$212K 0.01%
7,892
-4,803
993
$212K 0.01%
2,625
-1,062
994
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12,177
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995
$212K 0.01%
4,157
996
$212K 0.01%
8,600
997
$211K 0.01%
4,683
-88
998
$211K 0.01%
1,117
+5
999
$211K 0.01%
7,050
1000
$210K 0.01%
2,491
-4
38 39
40
41 42