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
$2.5B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$21M
3 +$18.8M
4
ADP icon
Automatic Data Processing
ADP
+$13.4M
5
MCD icon
McDonald's
MCD
+$11.8M

Top Sells

1 +$6.83M
2 +$6.65M
3 +$6.53M
4
TRMB icon
Trimble
TRMB
+$5.9M
5
BBWI icon
Bath & Body Works
BBWI
+$4.9M

Sector Composition

1 Technology 19.12%
2 Healthcare 7.86%
3 Consumer Discretionary 7.78%
4 Financials 7.63%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
-3
2127
-100
2128
-40
2129
-30
2130
-3,641
2131
-3,228
2132
-500
2133
-16,716
2134
-7,303
2135
-5,116
2136
-300
2137
-9
2138
-40
2139
-356
2140
-89
2141
-300
2142
-407
2143
-2,243
2144
-45
2145
-58
2146
-332
2147
-73
2148
-1,500
2149
-200
2150
-1,055