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
326
$1.96M 0.06%
34,977
-10,417
327
$1.94M 0.06%
6,119
-66
328
$1.93M 0.06%
19,240
-142
329
$1.93M 0.06%
20,204
-3,614
330
$1.91M 0.06%
75,827
+10,474
331
$1.91M 0.06%
15,385
-511
332
$1.91M 0.06%
+24,358
333
$1.9M 0.06%
+48,860
334
$1.89M 0.06%
41,726
+10,252
335
$1.89M 0.06%
13,458
-1,428
336
$1.89M 0.06%
+81,504
337
$1.85M 0.06%
139,423
+61,144
338
$1.83M 0.06%
9,271
-827
339
$1.83M 0.06%
18,016
-1,974
340
$1.83M 0.06%
7,024
+525
341
$1.81M 0.06%
10,530
+216
342
$1.8M 0.06%
28,464
+6,435
343
$1.8M 0.06%
27,385
-1,317
344
$1.79M 0.06%
9,193
-255
345
$1.79M 0.06%
6,622
+707
346
$1.79M 0.06%
9,363
-8,477
347
$1.77M 0.06%
1,841
+679
348
$1.76M 0.06%
20,217
+11,337
349
$1.75M 0.05%
6,212
+444
350
$1.75M 0.05%
33,900
+5,880
12 13
14
15 16