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
251
$2.1M 0.09%
20,601
+8,679
252
$2.09M 0.09%
18,683
+169
253
$2.06M 0.09%
9,226
+6,812
254
$2.05M 0.09%
13,228
+27
255
$2.04M 0.09%
20,635
+295
256
$2.01M 0.09%
9,211
+147
257
$2M 0.09%
57,439
+2,274
258
$1.98M 0.09%
39,617
-654
259
$1.98M 0.09%
30,731
-803
260
$1.98M 0.09%
14,003
+323
261
$1.94M 0.09%
19,599
-708
262
$1.94M 0.09%
27,874
+14,205
263
$1.94M 0.09%
75,211
-500
264
$1.93M 0.09%
80,908
-145
265
$1.92M 0.09%
40,523
+7,547
266
$1.92M 0.09%
12,144
+2,872
267
$1.9M 0.09%
41,649
-1,122
268
$1.88M 0.08%
54,658
-19,467
269
$1.86M 0.08%
82,748
+1,226
270
$1.86M 0.08%
106,210
+19,080
271
$1.86M 0.08%
52,062
+40,254
272
$1.85M 0.08%
21,917
-1,752
273
$1.83M 0.08%
27,730
+23,480
274
$1.83M 0.08%
45,048
-105,936
275
$1.82M 0.08%
91,236
-2,156
9 10
11
12 13