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
1676
-2,752
1677
-9
1678
-100
1679
-320
1680
-610
1681
-125
1682
-375
1683
-660
1684
-150
1685
-300
1686
-29
1687
-177
1688
-5,000
1689
-3,648
1690
-324
1691
-442
1692
-150
1693
-81,173
1694
-979
1695
-5,656
1696
-19
1697
-42
1698
-136
1699
-50
1700
-550