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
$2.5B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$21M
3 +$18.8M
4
ADP icon
Automatic Data Processing
ADP
+$13.4M
5
MCD icon
McDonald's
MCD
+$11.8M

Top Sells

1 +$6.83M
2 +$6.65M
3 +$6.53M
4
TRMB icon
Trimble
TRMB
+$5.9M
5
BBWI icon
Bath & Body Works
BBWI
+$4.9M

Sector Composition

1 Technology 19.12%
2 Healthcare 7.86%
3 Consumer Discretionary 7.78%
4 Financials 7.63%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
-123
1302
-2,318
1303
-150
1304
-585
1305
-1,744
1306
-7,741
1307
-536
1308
-245
1309
-393
1310
-1,801
1311
-67,725
1312
-130
1313
-18
1314
-11
1315
-161
1316
-4
1317
-60
1318
-35
1319
-150
1320
-3,195
1321
-45
1322
-55
1323
-900
1324
-218
1325
-1,360