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
326
$1.61M 0.06%
14,565
+5,341
327
$1.6M 0.06%
30,762
-9,923
328
$1.58M 0.06%
15,574
-2,141
329
$1.58M 0.06%
16,409
+8,021
330
$1.56M 0.06%
41,534
+2,683
331
$1.56M 0.06%
25,956
+662
332
$1.56M 0.06%
7,063
-159
333
$1.56M 0.06%
15,453
+2,983
334
$1.55M 0.06%
15,896
-1,815
335
$1.55M 0.06%
62,389
+24,265
336
$1.55M 0.06%
6,111
+355
337
$1.54M 0.06%
13,826
+99
338
$1.54M 0.06%
10,314
+1,748
339
$1.52M 0.06%
80,432
+5,037
340
$1.52M 0.06%
17,832
-461
341
$1.52M 0.06%
15,062
+1,143
342
$1.5M 0.06%
33,720
-337
343
$1.5M 0.06%
5,768
+247
344
$1.48M 0.06%
5,915
+901
345
$1.48M 0.06%
45,828
+5,557
346
$1.47M 0.06%
6,499
+416
347
$1.46M 0.06%
61,422
-9,682
348
$1.44M 0.05%
16,847
+600
349
$1.44M 0.05%
21,337
+1,146
350
$1.43M 0.05%
10,832
+641