SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+11.88%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$575M
(+22%)
Cap. Flow
+$285M
Cap. Flow
% of AUM
8.89%
Top 10 Holdings %
Top 10 Hldgs %
18.34%
Holding
1,221
New
110
Increased
603
Reduced
392
Closed
54
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$39.1M |
| 2 |
Apple
AAPL
|
$25M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$17.6M |
| 4 |
Microsoft
MSFT
|
$10.5M |
| 5 |
Vanguard Total Bond Market
BND
|
$8.11M |
Top Sells
Sector Composition
| 1 | Technology | 21.18% |
| 2 | Financials | 8.85% |
| 3 | Healthcare | 7.82% |
| 4 | Consumer Discretionary | 7.35% |
| 5 | Industrials | 6.52% |
