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
301
$1.64M 0.07%
17,231
+2,210
302
$1.63M 0.07%
31,956
-2,033
303
$1.63M 0.07%
22,080
+416
304
$1.61M 0.07%
130,645
+4,952
305
$1.6M 0.07%
22,976
+17,980
306
$1.59M 0.07%
90,854
+2,787
307
$1.57M 0.07%
36,643
+2,660
308
$1.57M 0.07%
44,717
+789
309
$1.56M 0.07%
13,742
-173
310
$1.56M 0.07%
6,875
+1,303
311
$1.55M 0.07%
17,116
-3,382
312
$1.54M 0.07%
28,077
+8,669
313
$1.53M 0.07%
+3,888
314
$1.53M 0.07%
26,069
+1,658
315
$1.52M 0.07%
10,978
+4,329
316
$1.51M 0.07%
27,760
+14,494
317
$1.5M 0.07%
36,342
+1,771
318
$1.49M 0.07%
36,444
+2,912
319
$1.48M 0.07%
12,945
-279
320
$1.47M 0.07%
5,978
-434
321
$1.46M 0.07%
8,517
+2,867
322
$1.45M 0.07%
60,283
+1,412
323
$1.45M 0.06%
5,135
+1,193
324
$1.45M 0.06%
18,641
+278
325
$1.45M 0.06%
21,992
-5,828
11 12
13
14 15