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
251
$2.96M 0.09%
33,910
+2,721
252
$2.96M 0.09%
32,026
+3,345
253
$2.93M 0.09%
37,905
+8,317
254
$2.83M 0.09%
95,952
+8,916
255
$2.82M 0.09%
28,761
+20,082
256
$2.81M 0.09%
70,943
+27,109
257
$2.81M 0.09%
26,125
+17,942
258
$2.77M 0.09%
36,019
-4,454
259
$2.74M 0.09%
97,758
+35,217
260
$2.73M 0.09%
13,001
+3,886
261
$2.73M 0.09%
40,717
+4,870
262
$2.71M 0.08%
61,243
+21,221
263
$2.7M 0.08%
21,893
+15,691
264
$2.69M 0.08%
17,235
+1,153
265
$2.68M 0.08%
72,546
+26,909
266
$2.68M 0.08%
20,396
-4,092
267
$2.68M 0.08%
31,696
-27,797
268
$2.64M 0.08%
12,047
-594
269
$2.62M 0.08%
30,373
+259
270
$2.62M 0.08%
24,388
+492
271
$2.58M 0.08%
44,477
-1,099
272
$2.58M 0.08%
31,539
+17,619
273
– –
0
274
$2.56M 0.08%
43,257
+24,514
275
$2.56M 0.08%
24,954
+316
9 10
11
12 13