SCA
Snowden Capital Advisors Portfolio holdings
AUM
$3.39B
1-Year Return
21.1%
This Quarter Return
+4.19%
1 Year Return
+21.1%
3 Year Return
+89.32%
5 Year Return
+154.35%
10 Year Return
–
AUM
$369M
AUM Growth
+$39.2M
(+12%)
Cap. Flow
+$32.1M
Cap. Flow
% of AUM
8.69%
Top 10 Holdings %
Top 10 Hldgs %
15.35%
Holding
313
New
44
Increased
144
Reduced
62
Closed
33
Top Buys
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.97M |
| 2 |
Walmart
WMT
|
$4.33M |
| 3 |
IELG
ISHARES ENHANCED U.S. LARGE CAP ETF
IELG
|
$3.76M |
| 4 |
iShares US Real Estate ETF
IYR
|
$3.49M |
| 5 |
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% |
