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
$2.35B
AUM Growth
-$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.98M
3
+$4.4M
4
AVY icon
Avery Dennison
AVY
+$4.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

1
+$23.9M
2
+$13.3M
3
+$12.4M
4
MCD icon
McDonald's
MCD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.94M

Sector Composition

1 Technology 19.69%
2 Financials 9.14%
3 Healthcare 8.13%
4 Consumer Discretionary 7.08%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.89M 0.17%
40,674
-2,970
177
$3.88M 0.16%
105,027
-1,531
178
$3.88M 0.16%
16,019
+4
179
$3.83M 0.16%
144,219
-3,235
180
$3.82M 0.16%
96,264
-2,456
181
$3.78M 0.16%
67,465
-26,907
182
$3.75M 0.16%
47,907
-1,226
183
$3.73M 0.16%
36,813
-6,073
184
$3.73M 0.16%
6,340
-420
185
$3.7M 0.16%
35,273
-13,667
186
$3.7M 0.16%
14,496
+441
187
$3.65M 0.16%
24,454
-694
188
$3.62M 0.15%
14,627
-61
189
$3.58M 0.15%
128,587
-99
190
$3.52M 0.15%
51,379
+20,825
191
$3.51M 0.15%
32,688
-2,150
192
$3.51M 0.15%
72,232
+1,383
193
$3.5M 0.15%
46,635
-31,893
194
$3.5M 0.15%
115,099
+4,254
195
$3.48M 0.15%
9,282
-30
196
$3.47M 0.15%
214,409
-165,257
197
$3.47M 0.15%
61,809
-360
198
$3.46M 0.15%
27,662
-7,655
199
$3.45M 0.15%
37,486
-11,095
200
$3.43M 0.15%
24,458
+19,774
6 7
8
9 10