SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.26M
3
+$7.24M
4
ALL icon
Allstate
ALL
+$5.44M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

1
+$6.69M
2
+$5.87M
3
+$5.27M
4
PHM icon
Pultegroup
PHM
+$4.86M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.85M

Sector Composition

1 Technology 19.49%
2 Financials 9.53%
3 Consumer Discretionary 6.92%
4 Healthcare 6.31%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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