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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.27M 0.07%
40,137
+1,148
302
$2.27M 0.07%
88,009
+10,975
303
$2.24M 0.07%
10,329
-518
304
$2.24M 0.07%
53,323
-797
305
$2.23M 0.07%
1,490
-69
306
$2.22M 0.07%
27,909
-10,123
307
$2.22M 0.07%
9,626
+396
308
$2.18M 0.06%
22,615
-227
309
$2.16M 0.06%
37,066
-605
310
$2.14M 0.06%
21,808
+6,024
311
$2.13M 0.06%
42,883
+1,759
312
$2.12M 0.06%
13,625
+1,263
313
$2.12M 0.06%
6,209
+120
314
$2.11M 0.06%
60,130
-13,364
315
$2.08M 0.06%
24,830
-999
316
$2.06M 0.06%
78,980
-2,040
317
$2.05M 0.06%
40,105
-4,000
318
$2.03M 0.06%
6,726
-121
319
$2.03M 0.06%
76,000
320
$2.03M 0.06%
60,412
-1,460
321
$2.01M 0.06%
17,954
+336
322
$2M 0.06%
1,574
+87
323
$1.99M 0.06%
23,711
-486
324
$1.96M 0.06%
41,309
+29,755
325
$1.96M 0.06%
17,772
-5,357
11 12
13
14 15