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
326
$1.96M 0.06%
7,127
+114
327
$1.94M 0.06%
19,728
-574
328
$1.93M 0.06%
61,869
+26,700
329
$1.93M 0.06%
33,200
+92
330
$1.92M 0.06%
6,435
+571
331
$1.91M 0.06%
15,117
-310
332
$1.91M 0.06%
16,067
+193
333
$1.9M 0.06%
6,912
+87
334
$1.9M 0.06%
29,818
+367
335
$1.9M 0.06%
32,986
-175
336
$1.9M 0.06%
6,564
-425
337
$1.89M 0.06%
34,627
+823
338
$1.88M 0.06%
5,109
+1,473
339
$1.88M 0.06%
9,439
-2,076
340
$1.88M 0.06%
34,486
+567
341
$1.87M 0.06%
29,738
342
– –
0
343
$1.86M 0.06%
24,728
-699
344
$1.86M 0.06%
19,676
+16,745
345
$1.85M 0.06%
21,121
+1,065
346
$1.85M 0.06%
55,420
347
$1.85M 0.06%
28,990
348
$1.84M 0.05%
10,338
-3,597
349
$1.81M 0.05%
17,397
+2,229
350
$1.8M 0.05%
19,966
-14,110
12 13
14
15 16