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
$369M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.83M
3
+$3.61M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.29M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M

Top Sells

1
+$4.97M
2
+$4.33M
3
+$3.76M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.49M
5
MBB icon
iShares MBS ETF
MBB
+$3.38M

Sector Composition

1 Technology 9.75%
2 Industrials 9.51%
3 Communication Services 5.88%
4 Healthcare 5.73%
5 Financials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.33%
19,164
+4
102
$1.23M 0.33%
9,551
-177
103
$1.22M 0.33%
42,382
-150
104
$1.22M 0.33%
39,666
105
$1.21M 0.33%
19,143
+8,106
106
$1.21M 0.33%
28,413
-200
107
$1.2M 0.33%
+162,970
108
$1.2M 0.33%
7,645
-147
109
$1.2M 0.33%
+47,810
110
$1.18M 0.32%
27,989
+17,281
111
$1.18M 0.32%
32,722
+24,590
112
$1.18M 0.32%
31,442
+54
113
$1.17M 0.32%
17,921
+330
114
$1.15M 0.31%
+12,227
115
$1.15M 0.31%
3,177
+278
116
$1.15M 0.31%
+30,653
117
$1.14M 0.31%
10,497
+4,817
118
$1.14M 0.31%
23,181
+1,863
119
$1.14M 0.31%
+14,908
120
$1.12M 0.3%
9,892
+92
121
$1.09M 0.3%
+13,398
122
$1.08M 0.29%
9,642
+150
123
$1.08M 0.29%
2,580
-64
124
$1.08M 0.29%
19,364
-77
125
$1.07M 0.29%
8,240
+194
3 4
5
6 7