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
326
$1.45M 0.06%
38,152
+1,770
327
$1.44M 0.06%
18,759
-1,316
328
$1.44M 0.06%
12,242
+1,026
329
$1.43M 0.06%
14,944
+2,612
330
$1.42M 0.06%
33,765
+1,721
331
$1.42M 0.06%
13,953
-462
332
$1.4M 0.06%
8,291
+630
333
$1.4M 0.06%
37,952
+4,582
334
$1.39M 0.06%
77,367
+302
335
$1.39M 0.06%
+27,155
336
$1.38M 0.06%
25,093
+9,314
337
$1.38M 0.06%
38,590
+11,897
338
$1.37M 0.06%
17,267
-156
339
$1.37M 0.06%
24,644
-2,402
340
$1.36M 0.06%
16,991
-162
341
$1.35M 0.06%
9,863
-1,547
342
$1.34M 0.06%
58,463
+7,572
343
$1.34M 0.06%
+17,928
344
$1.34M 0.06%
49,380
+1,768
345
$1.33M 0.06%
6,472
+4,160
346
$1.33M 0.06%
38,304
+7,743
347
$1.32M 0.06%
14,452
+4,655
348
$1.32M 0.06%
15,433
+3,828
349
$1.32M 0.06%
25,084
-3,674
350
$1.31M 0.06%
68,477
-121
12 13
14
15 16