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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.1M
3
+$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1
+$8.79M
2
+$7.57M
3
+$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.43M 0.2%
29,912
+2,322
127
$4.43M 0.2%
276,670
+10,221
128
$4.41M 0.2%
58,541
-1,294
129
$4.36M 0.2%
115,736
-8,823
130
$4.33M 0.2%
77,256
+2,785
131
$4.31M 0.2%
86,021
+12,798
132
$4.26M 0.19%
62,134
-6,658
133
$4.25M 0.19%
97,826
-3,310
134
$4.24M 0.19%
41,744
+18,490
135
$4.18M 0.19%
15,604
+1,049
136
$4.16M 0.19%
110,162
-12,659
137
$4.15M 0.19%
50,259
+1,717
138
$4.1M 0.19%
25,113
+22,398
139
$4.08M 0.18%
30,037
+17,953
140
$4.05M 0.18%
85,135
-1,228
141
$3.99M 0.18%
54,310
+4,185
142
$3.98M 0.18%
44,110
+1,698
143
$3.97M 0.18%
178,387
+5,026
144
$3.92M 0.18%
31,072
+3,005
145
$3.88M 0.18%
477,852
-8,718
146
$3.88M 0.18%
34,736
-33,568
147
$3.85M 0.17%
120,161
-1,350
148
$3.83M 0.17%
71,861
-4,700
149
$3.74M 0.17%
325,042
-7,578
150
$3.71M 0.17%
58,627
-377
4 5
6
7 8