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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.11M 0.22%
14,767
+29
127
$5.07M 0.22%
29,159
-1,268
128
$5.04M 0.21%
76,426
-901
129
$5.03M 0.21%
7,780
-219
130
$4.97M 0.21%
53,700
-27,528
131
$4.93M 0.21%
40,818
-3,318
132
$4.93M 0.21%
98,760
+2,176
133
$4.92M 0.21%
5,666
+96
134
$4.9M 0.21%
102,892
-34,064
135
$4.89M 0.21%
82,826
-2,088
136
$4.88M 0.21%
118,277
-590
137
$4.87M 0.21%
67,311
-2,827
138
$4.84M 0.21%
115,212
-2,666
139
$4.82M 0.2%
84,064
-8,097
140
$4.77M 0.2%
20,371
+191
141
$4.73M 0.2%
10,305
+8,386
142
$4.71M 0.2%
13,558
-84
143
$4.71M 0.2%
89,026
-2,568
144
$4.7M 0.2%
24,514
-4,919
145
$4.66M 0.2%
21,702
+629
146
$4.63M 0.2%
24,507
-1,445
147
$4.61M 0.2%
19,411
-132
148
$4.6M 0.2%
37,407
-1,432
149
$4.57M 0.19%
11,838
+16
150
$4.57M 0.19%
42,614
+651
4 5
6
7 8