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
$693M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.92M
3
+$4.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.41M
5
F icon
Ford
F
+$2.35M

Top Sells

1
+$2.53M
2
+$2.32M
3
+$2.22M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.88M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.8M

Sector Composition

1 Technology 12.08%
2 Industrials 7.39%
3 Financials 5.99%
4 Healthcare 5.72%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.34M 0.19%
8,745
+1,465
177
$1.34M 0.19%
10,897
+899
178
$1.33M 0.19%
18,102
+9,369
179
$1.32M 0.19%
28,052
+1,716
180
$1.32M 0.19%
26,908
+9,130
181
$1.31M 0.19%
31,222
+239
182
$1.31M 0.19%
46,713
+2,234
183
$1.31M 0.19%
18,791
+2,718
184
$1.29M 0.18%
15,386
-21,263
185
$1.28M 0.18%
4,352
+1,258
186
$1.28M 0.18%
23,995
+2,090
187
$1.27M 0.18%
12,142
+1,419
188
$1.25M 0.18%
21,008
+207
189
$1.22M 0.17%
28,556
+5,119
190
$1.22M 0.17%
11,070
+358
191
$1.21M 0.17%
72,514
+1,969
192
$1.19M 0.17%
33,680
+452
193
$1.19M 0.17%
10,631
-3,912
194
$1.17M 0.17%
11,014
+1,244
195
$1.15M 0.17%
+21,576
196
$1.1M 0.16%
33,444
+12,906
197
$1.09M 0.16%
15,063
+680
198
$1.09M 0.16%
38,169
-5,556
199
$1.09M 0.16%
4,357
+758
200
$1.08M 0.15%
34,067
-70
6 7
8
9 10