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
1051
$173K 0.01%
+12,730
1052
$170K 0.01%
18,621
-682
1053
$169K 0.01%
10,537
-317
1054
$169K 0.01%
1,794
1055
$168K 0.01%
14,087
1056
$163K 0.01%
+20,690
1057
$163K 0.01%
10,307
-755
1058
$163K 0.01%
19,000
1059
$160K 0.01%
1,595
+25
1060
$157K 0.01%
13,165
+1,514
1061
$148K 0.01%
17,533
+2,000
1062
$147K 0.01%
11,500
1063
$146K 0.01%
17,227
-1,297
1064
$136K 0.01%
+16,780
1065
$132K 0.01%
+10,955
1066
$131K 0.01%
+12,279
1067
$124K 0.01%
18,132
+313
1068
$117K 0.01%
11,502
1069
$108K ﹤0.01%
21,154
-30
1070
$108K ﹤0.01%
27,760
+694
1071
$106K ﹤0.01%
11,200
1072
$100K ﹤0.01%
42,880
-19,550
1073
$97K ﹤0.01%
+13,373
1074
$95K ﹤0.01%
1,674
+147
1075
$93K ﹤0.01%
30,200
41 42
43
44 45