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
$533M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.39M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.96M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.71M

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.16M
4
WDFC icon
WD-40
WDFC
+$1.14M
5
XOM icon
Exxon Mobil
XOM
+$1.02M

Sector Composition

1 Technology 11.05%
2 Industrials 8.55%
3 Healthcare 6.02%
4 Financials 5.39%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.33%
58,488
+4,790
102
$1.72M 0.32%
37,827
+933
103
$1.71M 0.32%
17,823
+1,850
104
$1.69M 0.32%
30,254
+4,950
105
$1.69M 0.32%
15,099
+857
106
$1.67M 0.31%
55,473
+10,477
107
$1.66M 0.31%
14,416
+1,538
108
$1.66M 0.31%
15,641
-974
109
$1.66M 0.31%
20,432
+630
110
$1.64M 0.31%
59,396
+3,312
111
$1.63M 0.31%
15,651
+1,323
112
$1.61M 0.3%
2,740
+36
113
$1.61M 0.3%
15,982
+594
114
$1.6M 0.3%
35,571
+4,437
115
$1.58M 0.3%
18,756
+217
116
$1.57M 0.3%
38,573
+4,144
117
$1.55M 0.29%
6,028
-100
118
$1.54M 0.29%
64,445
+4,821
119
$1.5M 0.28%
35,066
+422
120
$1.49M 0.28%
52,888
+2,500
121
$1.49M 0.28%
50,753
+3,015
122
$1.49M 0.28%
8,544
+951
123
$1.48M 0.28%
3,511
-36
124
$1.48M 0.28%
14,322
+1,044
125
$1.47M 0.28%
9,583
+179
3 4
5
6 7