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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.11M 0.08%
18,891
+4,765
277
$2.11M 0.08%
8,655
+112
278
$2.1M 0.08%
7,232
-371
279
$2.06M 0.08%
89,161
+8,100
280
$2.04M 0.08%
18,803
+3,976
281
$2.03M 0.08%
23,818
-4,335
282
$2.02M 0.08%
+40,500
283
$2.01M 0.08%
40,022
+65
284
$2.01M 0.08%
10,098
+301
285
$1.97M 0.08%
8,534
+697
286
$1.97M 0.08%
28,066
-553
287
$1.95M 0.07%
19,356
-957
288
$1.94M 0.07%
55,702
+2,890
289
$1.93M 0.07%
19,382
-295
290
$1.93M 0.07%
27,581
-7
291
$1.91M 0.07%
12,016
-715
292
$1.91M 0.07%
37,103
-521
293
$1.9M 0.07%
19,990
+2,403
294
$1.9M 0.07%
1,565
+461
295
$1.89M 0.07%
13,242
+266
296
$1.88M 0.07%
6,185
+23
297
$1.86M 0.07%
6,199
+341
298
$1.84M 0.07%
21,529
-103
299
$1.84M 0.07%
13,502
+745
300
$1.83M 0.07%
74,690
+44,731
10 11
12
13 14