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
$693M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.92M
3
+$4.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.41M
5
F icon
Ford
F
+$2.35M

Top Sells

1
+$2.53M
2
+$2.32M
3
+$2.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.88M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.8M

Sector Composition

1 Technology 12.08%
2 Industrials 7.39%
3 Financials 5.99%
4 Healthcare 5.72%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.18M 0.31%
54,882
+410
102
$2.17M 0.31%
35,439
+19,664
103
$2.15M 0.31%
19,139
+414
104
$2.14M 0.31%
25,555
+2,518
105
$2.14M 0.31%
22,568
-2,192
106
$2.11M 0.3%
34,855
-24,951
107
$2.11M 0.3%
42,167
+10,316
108
$2.1M 0.3%
45,825
+7,528
109
$2.04M 0.29%
10,344
+969
110
$2.01M 0.29%
52,501
+8,548
111
$2.01M 0.29%
14,965
+1,607
112
$2M 0.29%
3,902
+37
113
$1.95M 0.28%
16,017
+258
114
$1.94M 0.28%
18,786
+4,055
115
$1.93M 0.28%
44,036
+2,310
116
$1.9M 0.27%
18,749
-7,658
117
$1.9M 0.27%
17,665
+320
118
$1.9M 0.27%
18,081
+1,658
119
$1.88M 0.27%
33,776
-1,698
120
$1.87M 0.27%
38,365
+3,116
121
$1.87M 0.27%
10,767
+1,486
122
$1.87M 0.27%
3,011
+262
123
$1.84M 0.26%
22,212
+2,045
124
$1.82M 0.26%
61,180
+372
125
$1.82M 0.26%
37,394
-2,977
3 4
5
6 7