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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.73M
3 +$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1 +$11.7M
2 +$7.87M
3 +$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$3.03M 0.12%
17,792
-17,535
227
$2.93M 0.11%
32,212
+1,638
228
$2.89M 0.11%
35,660
-3,490
229
$2.88M 0.11%
16,105
+416
230
$2.88M 0.11%
16,549
-30,086
231
$2.87M 0.11%
5,413
-428
232
$2.87M 0.11%
55,895
-2,120
233
$2.73M 0.1%
49,726
-5,265
234
$2.7M 0.1%
+10,305
235
$2.7M 0.1%
28,681
-3,632
236
$2.7M 0.1%
7,659
-1,623
237
$2.67M 0.1%
159,371
-55,038
238
$2.66M 0.1%
22,907
-1,738
239
$2.61M 0.1%
25,172
-5,990
240
$2.6M 0.1%
48,373
+2,632
241
$2.57M 0.1%
23,896
-2,649
242
$2.56M 0.1%
39,502
-1,341
243
$2.53M 0.1%
+11,346
244
$2.49M 0.09%
40,473
+1,524
245
$2.49M 0.09%
+52,799
246
$2.48M 0.09%
36,875
+2,734
247
$2.46M 0.09%
10,584
+1,441
248
$2.45M 0.09%
10,881
-1,640
249
$2.44M 0.09%
12,641
-566
250
$2.44M 0.09%
30,114
-711