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
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.1M 0.06%
53,614
+457
352
$1.1M 0.06%
6,938
+293
353
$1.1M 0.06%
1,798
+563
354
$1.08M 0.05%
4,431
-1,501
355
$1.08M 0.05%
31,909
-11,362
356
$1.08M 0.05%
3,729
+2,261
357
$1.08M 0.05%
13,092
+746
358
$1.07M 0.05%
13,628
+7,113
359
$1.07M 0.05%
36,479
-170
360
$1.07M 0.05%
16,410
-510
361
$1.07M 0.05%
+30,906
362
$1.06M 0.05%
40,800
+1,730
363
$1.04M 0.05%
3,501
+125
364
$1.04M 0.05%
7,186
+390
365
$1.03M 0.05%
20,302
-77,800
366
$1.02M 0.05%
5,863
+234
367
$1.02M 0.05%
30,853
+900
368
$1.02M 0.05%
11,245
-249
369
$1.02M 0.05%
25,822
+332
370
$1.01M 0.05%
9,366
-316
371
$1.01M 0.05%
4,400
+1,563
372
$1.01M 0.05%
6,917
+110
373
$1M 0.05%
1,799
+314
374
$1M 0.05%
12,065
-815
375
$1M 0.05%
4,196
+325
13 14
15
16 17