SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$11.1M
3 +$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1 +$8.79M
2 +$7.57M
3 +$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5.23M 0.24%
81,172
-18,783
102
$5.08M 0.23%
67,552
-2,903
103
$5.04M 0.23%
86,550
+4,523
104
$5.01M 0.23%
69,697
+2,640
105
$5.01M 0.23%
80,627
+4,986
106
$4.94M 0.22%
163,679
+5,236
107
$4.92M 0.22%
23,372
+14,161
108
$4.88M 0.22%
31,510
+4,355
109
$4.84M 0.22%
55,494
-5,304
110
$4.81M 0.22%
38,975
-1,354
111
$4.81M 0.22%
124,831
+866
112
$4.78M 0.22%
104,930
+322
113
$4.73M 0.21%
41,994
+446
114
$4.72M 0.21%
29,485
+3,152
115
$4.7M 0.21%
306,614
+35,118
116
$4.66M 0.21%
353,879
-3,644
117
$4.64M 0.21%
104,290
+5,282
118
$4.62M 0.21%
27,197
+827
119
$4.61M 0.21%
8,381
+758
120
$4.6M 0.21%
27,934
+517
121
$4.58M 0.21%
137,233
+6,354
122
$4.52M 0.2%
26,432
+2,385
123
$4.51M 0.2%
79,658
-622
124
$4.5M 0.2%
52,657
+18,348
125
$4.46M 0.2%
79,650
+12,150