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
301
$1.83M 0.07%
9,115
+3,876
302
$1.83M 0.07%
37,292
-6,184
303
$1.82M 0.07%
28,702
+24,769
304
$1.81M 0.07%
81,748
+11,039
305
$1.81M 0.07%
3,537
-729
306
$1.8M 0.07%
8,002
-106
307
$1.8M 0.07%
12,658
+188
308
$1.79M 0.07%
6,551
+122
309
$1.79M 0.07%
34,855
-7,052
310
$1.78M 0.07%
14,886
-253
311
$1.78M 0.07%
10,948
-58
312
$1.77M 0.07%
43,127
+70
313
$1.76M 0.07%
135,319
-185
314
$1.75M 0.07%
62,541
+1,061
315
$1.74M 0.07%
7,937
-5
316
$1.7M 0.06%
43,834
+628
317
$1.69M 0.06%
45,637
+755
318
$1.69M 0.06%
83,773
-989
319
$1.67M 0.06%
61,427
+267
320
$1.67M 0.06%
15,964
-129
321
$1.67M 0.06%
33,060
+11,150
322
$1.64M 0.06%
65,353
-2,425
323
$1.63M 0.06%
25,850
+5,222
324
$1.62M 0.06%
14,162
+1,076
325
$1.62M 0.06%
27,067
+286