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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.51M 0.21%
36,555
+1,744
152
$2.49M 0.21%
2,695
+116
153
$2.47M 0.21%
134,239
+15,870
154
$2.43M 0.21%
27,231
-5,676
155
$2.42M 0.21%
22,624
+16,354
156
$2.4M 0.21%
+62,778
157
$2.39M 0.2%
19,437
-2,180
158
$2.34M 0.2%
21,099
+585
159
$2.33M 0.2%
39,480
+7,084
160
$2.32M 0.2%
190,504
+74,574
161
$2.3M 0.2%
36,786
-3,893
162
$2.3M 0.2%
58,524
-11,226
163
$2.29M 0.2%
17,562
+390
164
$2.28M 0.19%
50,121
-7,345
165
$2.28M 0.19%
88,316
+183
166
$2.23M 0.19%
21,407
-17,366
167
$2.21M 0.19%
44,271
-3,428
168
$2.19M 0.19%
241,938
+93,255
169
$2.13M 0.18%
25,894
+9,494
170
$2.1M 0.18%
19,538
+9,805
171
$2.09M 0.18%
7,080
-625
172
$2.09M 0.18%
59,065
-1,158
173
$2.09M 0.18%
45,517
+1,473
174
$2.04M 0.17%
20,055
-13,909
175
$2.04M 0.17%
11,043
-458
5 6
7
8 9