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
1626
-921
1627
-3,800
1628
-88
1629
-57
1630
-1,156
1631
-25
1632
-521
1633
-1,138
1634
-35
1635
-56
1636
-3,536
1637
-3,171
1638
-68
1639
-475
1640
-396
1641
-300
1642
-367
1643
-250
1644
-100
1645
-50
1646
-19
1647
-2,100
1648
-1,817
1649
-775
1650
-39