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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.31M 0.06%
40,630
+902
352
$1.3M 0.06%
37,902
353
$1.3M 0.06%
+25,909
354
$1.29M 0.06%
5,693
+261
355
$1.28M 0.06%
13,530
-4,776
356
$1.28M 0.06%
18,963
+4,420
357
$1.28M 0.06%
54,046
+26,121
358
$1.27M 0.06%
9,589
+229
359
$1.26M 0.06%
19,699
+776
360
$1.26M 0.06%
5,559
+1,603
361
$1.26M 0.06%
+20,569
362
$1.26M 0.06%
15,375
+2,024
363
$1.26M 0.06%
22,899
+1,239
364
$1.25M 0.06%
98,923
-145,972
365
$1.25M 0.06%
13,318
+3,330
366
$1.25M 0.06%
4,349
+289
367
$1.25M 0.06%
18,399
+207
368
$1.25M 0.06%
42,285
+325
369
$1.24M 0.06%
13,642
-1,467
370
$1.23M 0.06%
22,775
-25
371
$1.22M 0.05%
8,980
-1,176
372
$1.21M 0.05%
2,583
+611
373
$1.2M 0.05%
7,545
+1,505
374
$1.2M 0.05%
17,044
-125
375
$1.19M 0.05%
13,401
+6,324
13 14
15
16 17