SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+2.76%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$293M
AUM Growth
–
Cap. Flow
+$293M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
15.98%
Holding
264
New
264
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.03M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$5.43M |
| 3 |
GE Aerospace
GE
|
$5.01M |
| 4 |
iShares MBS ETF
MBB
|
$4.88M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 8.46% |
| 2 | Industrials | 8.21% |
| 3 | Technology | 7.12% |
| 4 | Communication Services | 6.04% |
| 5 | Consumer Staples | 5.98% |
