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
$1.16B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.63M
3
+$3.27M
4
ZS icon
Zscaler
ZS
+$3.16M
5
XOM icon
Exxon Mobil
XOM
+$3.1M

Top Sells

1
+$4.04M
2
+$3.78M
3
+$3.37M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.1M
5
CB icon
Chubb
CB
+$2.46M

Sector Composition

1 Technology 17.63%
2 Healthcare 7.12%
3 Consumer Staples 6.44%
4 Financials 6.09%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.62M 0.14%
21,198
+6,144
202
$1.59M 0.14%
46,999
+497
203
$1.56M 0.13%
27,520
+3,045
204
$1.56M 0.13%
1,934
-236
205
$1.55M 0.13%
22,952
+940
206
$1.54M 0.13%
47,520
+1,308
207
$1.54M 0.13%
14,557
-1,695
208
$1.54M 0.13%
13,027
-9
209
$1.54M 0.13%
10,560
+101
210
$1.53M 0.13%
16,709
+287
211
$1.53M 0.13%
10,754
-4,963
212
$1.52M 0.13%
5,540
+3,217
213
$1.52M 0.13%
12,662
+84
214
$1.51M 0.13%
63,072
-43,764
215
$1.47M 0.13%
19,965
+2,544
216
$1.47M 0.13%
11,546
-2,893
217
$1.45M 0.12%
54,752
-1,006
218
$1.43M 0.12%
18,103
-1,119
219
$1.42M 0.12%
15,910
+11,533
220
$1.42M 0.12%
42,718
221
$1.39M 0.12%
+35,046
222
$1.38M 0.12%
18,241
-154
223
$1.35M 0.12%
17,374
-12,149
224
$1.35M 0.12%
40,214
-13
225
$1.34M 0.11%
23,665
+572
7 8
9
10 11