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
$533M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.39M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.96M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.71M

Top Sells

1
+$1.25M
2
+$1.22M
3
+$1.16M
4
WDFC icon
WD-40
WDFC
+$1.14M
5
XOM icon
Exxon Mobil
XOM
+$1.02M

Sector Composition

1 Technology 11.05%
2 Industrials 8.55%
3 Healthcare 6.02%
4 Financials 5.39%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.27%
8,679
-727
127
$1.43M 0.27%
8,324
+985
128
$1.43M 0.27%
11,409
+3,430
129
$1.42M 0.27%
25,932
+1,560
130
$1.42M 0.27%
22,611
+877
131
$1.39M 0.26%
26,478
+14,774
132
$1.35M 0.25%
37,424
+1,968
133
$1.35M 0.25%
+31,043
134
$1.35M 0.25%
39,630
+2,088
135
$1.31M 0.25%
77,588
+1,308
136
$1.31M 0.25%
12,043
+1,108
137
$1.27M 0.24%
11,420
+1,181
138
$1.26M 0.24%
45,276
+2,394
139
$1.26M 0.24%
13,562
-48
140
$1.22M 0.23%
29,434
+3,913
141
$1.2M 0.23%
12,994
+1,968
142
$1.18M 0.22%
42,525
+1,655
143
$1.18M 0.22%
13,152
+302
144
$1.16M 0.22%
21,858
+763
145
$1.16M 0.22%
8,538
-129
146
$1.15M 0.22%
36,837
+5,235
147
$1.14M 0.22%
41,340
+24,118
148
$1.14M 0.21%
21,081
+2,001
149
$1.14M 0.21%
8,887
-516
150
$1.12M 0.21%
44,462
+5,857
4 5
6
7 8