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
$369M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.83M
3
+$3.61M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.29M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M

Top Sells

1
+$4.97M
2
+$4.33M
3
+$3.76M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.49M
5
MBB icon
iShares MBS ETF
MBB
+$3.38M

Sector Composition

1 Technology 9.75%
2 Industrials 9.51%
3 Communication Services 5.88%
4 Healthcare 5.73%
5 Financials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$618K 0.17%
12,271
177
$605K 0.16%
13,785
+9,242
178
$603K 0.16%
23,198
-97
179
$598K 0.16%
15,255
+8,140
180
$596K 0.16%
6,774
-61
181
$595K 0.16%
+15,035
182
$594K 0.16%
+17,902
183
$586K 0.16%
7,515
+417
184
$581K 0.16%
11,561
-106
185
$576K 0.16%
+3,988
186
$575K 0.16%
15,646
187
$567K 0.15%
18,560
+1,658
188
$562K 0.15%
+14,311
189
$557K 0.15%
7,880
+3,018
190
$534K 0.14%
3,621
+1,021
191
$532K 0.14%
+4,582
192
$525K 0.14%
10,738
193
$522K 0.14%
+9,881
194
$520K 0.14%
8,218
+950
195
$516K 0.14%
22,705
196
$513K 0.14%
+8,028
197
$510K 0.14%
17,140
198
$499K 0.14%
+4,081
199
$497K 0.13%
9,159
+696
200
$489K 0.13%
6,419
+220
6 7
8
9 10