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
276
$1.82M 0.08%
+8,385
277
$1.81M 0.08%
47,638
-8,022
278
$1.77M 0.08%
327,737
+610
279
$1.75M 0.08%
23,065
-424
280
$1.75M 0.08%
12,084
-2,549
281
$1.74M 0.08%
11,943
-5
282
$1.74M 0.08%
22,605
+3,512
283
$1.74M 0.08%
95,037
-16,670
284
$1.74M 0.08%
7,151
+688
285
$1.72M 0.08%
23,966
-295
286
$1.72M 0.08%
129,607
+246
287
$1.72M 0.08%
6,301
+2,907
288
$1.71M 0.08%
10,161
-917
289
$1.7M 0.08%
5,661
+1,259
290
$1.7M 0.08%
46,046
+42,257
291
$1.69M 0.08%
1,475
+715
292
$1.69M 0.08%
9,258
-1,910
293
$1.68M 0.08%
60,316
+634
294
$1.68M 0.08%
14,424
-1,319
295
$1.68M 0.08%
50,951
+2,578
296
$1.67M 0.08%
6,953
-310
297
$1.67M 0.08%
16,653
+13,474
298
$1.67M 0.07%
10,595
+8,699
299
$1.67M 0.07%
10,685
-245
300
$1.65M 0.07%
32,434
+1,092