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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.93M 0.25%
11,361
+61
127
$2.92M 0.25%
8,102
+597
128
$2.89M 0.25%
87,461
+5,403
129
$2.87M 0.25%
25,769
+323
130
$2.85M 0.24%
19,743
+718
131
$2.85M 0.24%
88,937
-11,784
132
$2.81M 0.24%
68,127
+12,988
133
$2.81M 0.24%
28,192
-10,459
134
$2.81M 0.24%
46,791
+4,805
135
$2.79M 0.24%
63,270
+23,634
136
$2.79M 0.24%
20,736
+226
137
$2.78M 0.24%
175,097
+57,862
138
$2.74M 0.23%
5,030
+3
139
$2.72M 0.23%
81,490
+26,957
140
$2.71M 0.23%
63,096
+18,223
141
$2.71M 0.23%
14,247
+324
142
$2.68M 0.23%
60,616
+4,328
143
$2.67M 0.23%
+48,639
144
$2.64M 0.23%
37,657
+984
145
$2.6M 0.22%
10,851
-986
146
$2.56M 0.22%
41,591
-29,375
147
$2.55M 0.22%
54,609
+1,724
148
$2.54M 0.22%
46,337
+9,844
149
$2.53M 0.22%
22,897
-12,741
150
$2.53M 0.22%
41,851
+7,936
4 5
6
7 8