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
1176
-849
1177
-421,962
1178
-13,350
1179
-9,619
1180
-3,160
1181
-22,056
1182
-10,000
1183
-28,077
1184
-4,865
1185
-2,958
1186
-4,962