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
$693M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.92M
3
+$4.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.41M
5
F icon
Ford
F
+$2.35M

Top Sells

1
+$2.53M
2
+$2.32M
3
+$2.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.88M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.8M

Sector Composition

1 Technology 12.08%
2 Industrials 7.39%
3 Financials 5.99%
4 Healthcare 5.72%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.26%
8,933
+46
127
$1.81M 0.26%
32,322
+1,000
128
$1.78M 0.25%
8,967
+1,552
129
$1.77M 0.25%
28,902
+2,626
130
$1.77M 0.25%
21,397
+429
131
$1.76M 0.25%
18,235
+3,147
132
$1.76M 0.25%
12,487
-4,591
133
$1.74M 0.25%
18,279
+250
134
$1.73M 0.25%
60,997
-2,540
135
$1.73M 0.25%
73,115
+22,896
136
$1.71M 0.24%
15,973
+793
137
$1.7M 0.24%
20,011
+3,567
138
$1.69M 0.24%
15,968
-211
139
$1.68M 0.24%
24,252
+778
140
$1.68M 0.24%
81,045
+12,045
141
$1.68M 0.24%
+23,626
142
$1.65M 0.24%
58,927
+5,211
143
$1.65M 0.24%
5,379
+12
144
$1.64M 0.24%
+27,026
145
$1.64M 0.23%
12,896
+470
146
$1.63M 0.23%
53,666
-303
147
$1.63M 0.23%
40,632
+6,997
148
$1.61M 0.23%
14,605
-874
149
$1.61M 0.23%
20,960
+2,113
150
$1.61M 0.23%
6,552
+2,216
4 5
6
7 8