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
$1.25B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.32M
3
+$3.66M
4
TSLA icon
Tesla
TSLA
+$3.64M
5
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$3.5M

Top Sells

1
+$11.4M
2
+$8.45M
3
+$5.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.69M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.57M

Sector Composition

1 Technology 18.69%
2 Healthcare 7.55%
3 Industrials 6.85%
4 Communication Services 6.46%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$597K 0.05%
14,900
-92
352
$593K 0.05%
17,867
+680
353
$589K 0.05%
6,280
-356
354
$589K 0.05%
+49,388
355
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17,650
-120
356
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3,934
-853
357
$564K 0.05%
26,461
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358
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20,735
-7,489
359
$556K 0.04%
6,692
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360
$554K 0.04%
1,655
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361
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10,257
-165
362
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4,696
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363
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14,321
+458
364
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+14,982
365
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2,506
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366
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4,800
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369
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370
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13,384
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371
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372
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20,523
+279
373
$530K 0.04%
5,582
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374
$527K 0.04%
18,989
-1,557
375
$524K 0.04%
3,169
+203
13 14
15
16 17