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
301
$2.23M 0.07%
15,066
+1,564
302
$2.2M 0.07%
38,029
+737
303
$2.2M 0.07%
8,106
-436
304
$2.19M 0.07%
56,109
+407
305
$2.16M 0.07%
10,739
+2,092
306
$2.16M 0.07%
6,480
-752
307
$2.15M 0.07%
23,133
+1,604
308
$2.14M 0.07%
7,348
+1,237
309
$2.14M 0.07%
9,200
-1,681
310
$2.12M 0.07%
13,533
+291
311
$2.11M 0.07%
36,889
-214
312
$2.1M 0.07%
10,993
+45
313
$2.08M 0.07%
101,441
+35,043
314
$2.08M 0.07%
18,983
-6,189
315
$2.08M 0.06%
1,561
-4
316
$2.08M 0.06%
29,836
+8,499
317
$2.08M 0.06%
20,472
-55,296
318
$2.06M 0.06%
28,687
+1,106
319
$2.05M 0.06%
27,599
+1,643
320
$2.04M 0.06%
27,165
+11,160
321
$2.04M 0.06%
35,269
+21,936
322
$2.04M 0.06%
56,427
-5,707
323
$2.03M 0.06%
10,289
+4,148
324
$2.02M 0.06%
8,002
325
$1.99M 0.06%
88,623
+29,674
11 12
13
14 15