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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.44M 0.29%
16,013
-12
102
$3.42M 0.29%
32,619
-1,738
103
$3.36M 0.29%
128,869
+17,787
104
$3.32M 0.28%
18,974
+1,087
105
$3.3M 0.28%
42,754
-581
106
$3.3M 0.28%
17,481
+68
107
$3.29M 0.28%
58,003
+2,591
108
$3.29M 0.28%
40,006
+5,162
109
$3.28M 0.28%
102,813
+3,925
110
$3.21M 0.27%
42,342
+11,600
111
$3.2M 0.27%
16,791
+230
112
$3.19M 0.27%
58,496
-2,638
113
$3.17M 0.27%
37,380
+10,878
114
$3.16M 0.27%
+28,851
115
$3.15M 0.27%
14,807
+520
116
$3.13M 0.27%
135,157
+85,734
117
$3.09M 0.26%
179,049
+738
118
$3.07M 0.26%
37,836
+13,312
119
$3.07M 0.26%
205,268
+33,214
120
$3.03M 0.26%
+36,405
121
$3.03M 0.26%
110,205
+83,455
122
$3.01M 0.26%
24,387
-2,776
123
$3.01M 0.26%
75,969
-2,169
124
$2.97M 0.25%
75,741
-811
125
$2.97M 0.25%
16,971
+306
3 4
5
6 7