SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.42M 0.12%
18,040
-16,355
227
$2.42M 0.12%
22,525
+875
228
$2.41M 0.12%
14,579
+7,998
229
$2.41M 0.12%
65,763
+34,918
230
$2.41M 0.12%
29,164
+2,539
231
$2.38M 0.12%
49,132
-9,811
232
$2.38M 0.12%
41,790
+23,202
233
$2.38M 0.12%
19,446
+798
234
$2.37M 0.12%
27,939
+3,443
235
$2.37M 0.12%
15,747
+473
236
$2.37M 0.12%
26,446
+35
237
$2.36M 0.12%
71,616
+32,272
238
$2.36M 0.12%
19,725
+1,646
239
$2.34M 0.12%
10,365
-31
240
$2.32M 0.12%
22,756
-1,130
241
$2.3M 0.12%
54,127
+2,695
242
$2.3M 0.12%
9,687
+4,028
243
$2.3M 0.12%
+29,602
244
$2.25M 0.11%
9,935
+670
245
$2.24M 0.11%
10,036
+100
246
$2.24M 0.11%
118,250
-36,448
247
$2.21M 0.11%
19,879
+8,753
248
$2.16M 0.11%
58,804
+14,792
249
$2.16M 0.11%
39,832
+2,478
250
$2.14M 0.11%
13,247
-5,468
8 9
10
11 12