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
$2.21B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.1M
3
+$9.06M
4
AAPL icon
Apple
AAPL
+$6.11M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.94M

Top Sells

1
+$8.79M
2
+$7.57M
3
+$6.77M
4
FCX icon
Freeport-McMoran
FCX
+$5.96M
5
NVO icon
Novo Nordisk
NVO
+$5.35M

Sector Composition

1 Technology 17.77%
2 Healthcare 10.27%
3 Financials 8.32%
4 Consumer Discretionary 7.27%
5 Consumer Staples 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.71M 0.17%
19,815
-592
152
$3.7M 0.17%
25,707
-825
153
$3.69M 0.17%
12,070
+10,788
154
$3.66M 0.17%
45,629
+1,521
155
$3.65M 0.17%
63,839
-1,838
156
$3.65M 0.17%
16,891
-218
157
$3.64M 0.16%
16,973
+2,021
158
$3.63M 0.16%
49,795
+43,693
159
$3.62M 0.16%
49,843
+3,876
160
$3.61M 0.16%
15,035
+2,635
161
$3.6M 0.16%
49,977
+9,158
162
$3.59M 0.16%
21,860
+123
163
$3.55M 0.16%
70,704
+48,133
164
$3.53M 0.16%
42,656
+2,428
165
$3.52M 0.16%
150,630
-33,459
166
$3.52M 0.16%
29,071
+1,561
167
$3.5M 0.16%
69,584
-16,998
168
$3.49M 0.16%
33,229
+381
169
$3.47M 0.16%
79,186
+3,178
170
$3.44M 0.16%
41,428
+9,720
171
$3.4M 0.15%
103,615
-3,496
172
$3.39M 0.15%
139,310
+3,904
173
$3.38M 0.15%
135,484
+2,829
174
$3.35M 0.15%
87,084
-2,328
175
$3.35M 0.15%
96,113
+69,573
5 6
7
8 9