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
276
$2.55M 0.08%
20,797
+762
277
$2.55M 0.08%
21,107
+2,216
278
$2.55M 0.08%
22,511
-144
279
$2.54M 0.08%
10,178
+1,644
280
$2.54M 0.08%
54,347
+1,548
281
$2.51M 0.08%
18,072
-208
282
$2.5M 0.08%
9,612
+957
283
$2.5M 0.08%
9,805
-344
284
$2.49M 0.08%
9,403
-7,146
285
$2.47M 0.08%
+118,929
286
$2.46M 0.08%
6,760
+561
287
$2.45M 0.08%
36,116
-759
288
$2.44M 0.08%
47,865
+3,816
289
$2.43M 0.08%
62,978
+30,658
290
$2.39M 0.07%
29,856
+1,790
291
$2.39M 0.07%
18,126
+558
292
$2.39M 0.07%
75,304
-3,347
293
$2.36M 0.07%
47,000
+6,500
294
$2.35M 0.07%
25,604
+13,006
295
$2.35M 0.07%
11,349
-667
296
$2.3M 0.07%
45,595
-1,994
297
$2.3M 0.07%
34,268
-176
298
$2.3M 0.07%
12,960
+302
299
$2.29M 0.07%
+35,544
300
$2.25M 0.07%
23,854
-18,032
10 11
12
13 14