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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.36M 0.11%
46,613
-532
227
$2.35M 0.11%
32,992
+2,235
228
$2.33M 0.1%
20,892
+611
229
$2.33M 0.1%
25,947
+1,918
230
$2.32M 0.1%
59,351
+12,920
231
$2.31M 0.1%
162,616
+1,472
232
$2.31M 0.1%
52,379
-2,822
233
$2.31M 0.1%
102,842
+54,027
234
$2.3M 0.1%
18,286
+1,969
235
$2.3M 0.1%
+23,492
236
$2.29M 0.1%
10,178
+411
237
$2.27M 0.1%
35,900
238
$2.23M 0.1%
48,411
+1,571
239
$2.21M 0.1%
36,482
+2,609
240
$2.2M 0.1%
15,439
241
$2.2M 0.1%
11,650
+2,391
242
$2.19M 0.1%
55,876
+9,422
243
$2.15M 0.1%
80,208
+40,633
244
$2.13M 0.1%
31,362
-8
245
$2.13M 0.1%
17,890
+1,154
246
$2.12M 0.1%
177,504
+120,806
247
$2.11M 0.09%
18,794
+13,663
248
$2.11M 0.09%
23,940
+1,391
249
$2.1M 0.09%
85,313
-5,783
250
$2.1M 0.09%
19,087
+1,230
8 9
10
11 12