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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.46M 0.11%
61,514
-38,615
227
$3.42M 0.11%
21,133
+18,686
228
$3.34M 0.1%
12,379
-275
229
$3.33M 0.1%
39,040
+3,380
230
$3.31M 0.1%
34,956
-5,223
231
$3.29M 0.1%
17,890
+1,785
232
$3.28M 0.1%
24,918
+377
233
$3.28M 0.1%
7,058
+1,290
234
$3.26M 0.1%
25,649
+2,742
235
$3.26M 0.1%
32,341
+129
236
$3.26M 0.1%
15,894
-5,468
237
$3.26M 0.1%
84,626
-4,840
238
$3.23M 0.1%
18,543
+751
239
$3.17M 0.1%
12,674
+2,090
240
$3.14M 0.1%
+83,113
241
$3.13M 0.1%
7,177
+188
242
$3.1M 0.1%
34,149
+20,095
243
$3.1M 0.1%
44,457
-16,299
244
$3.07M 0.1%
184,663
+90,155
245
$3.06M 0.1%
173,670
+14,299
246
$3.05M 0.1%
43,668
+4,166
247
$3.05M 0.1%
14,765
+1,301
248
$3.03M 0.09%
27,384
+8,581
249
$3.02M 0.09%
18,470
+1,713
250
$2.99M 0.09%
5,370
+3,448
8 9
10
11 12