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
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$4.85M
3 +$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1 +$6.72M
2 +$5.96M
3 +$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.85M 0.09%
19,353
+128
277
$1.84M 0.09%
+19,011
278
$1.84M 0.09%
31,129
+245
279
$1.81M 0.09%
39,704
+2,875
280
$1.8M 0.09%
7,844
+231
281
$1.79M 0.09%
29,475
+2,186
282
$1.74M 0.09%
10,235
+7,133
283
$1.73M 0.09%
22,230
+2,490
284
$1.72M 0.09%
41,043
+283
285
$1.72M 0.09%
26,997
+1,114
286
$1.71M 0.09%
58,206
-15,430
287
$1.7M 0.09%
84,066
+10,712
288
$1.67M 0.08%
8,569
+135
289
$1.64M 0.08%
9,200
+3,595
290
$1.63M 0.08%
18,061
-509
291
$1.62M 0.08%
16,324
+11,286
292
$1.62M 0.08%
119,033
-31,515
293
$1.6M 0.08%
13,112
+220
294
$1.6M 0.08%
13,861
-117
295
$1.59M 0.08%
65,111
+17,764
296
$1.59M 0.08%
15,763
+607
297
$1.57M 0.08%
2,864
+115
298
$1.57M 0.08%
5,479
-9
299
$1.56M 0.08%
30,395
+821
300
$1.55M 0.08%
7,527
+280