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
$2.5B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$21M
3 +$18.8M
4
ADP icon
Automatic Data Processing
ADP
+$13.4M
5
MCD icon
McDonald's
MCD
+$11.8M

Top Sells

1 +$6.83M
2 +$6.65M
3 +$6.53M
4
TRMB icon
Trimble
TRMB
+$5.9M
5
BBWI icon
Bath & Body Works
BBWI
+$4.9M

Sector Composition

1 Technology 19.12%
2 Healthcare 7.86%
3 Consumer Discretionary 7.78%
4 Financials 7.63%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
-779
1527
-3,487
1528
-100
1529
-292
1530
-39
1531
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1532
-323
1533
-6
1534
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1535
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1536
-65
1537
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1538
-750
1539
-2,997
1540
-371
1541
0
1542
-667
1543
-130
1544
-278
1545
-1,000
1546
-30
1547
-368
1548
-42
1549
-46
1550
-400