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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.43M 0.05%
94,508
-333
352
$1.43M 0.05%
3,945
-114
353
$1.43M 0.05%
23,822
-30
354
$1.42M 0.05%
20,767
-62
355
$1.41M 0.05%
18,435
-498
356
$1.41M 0.05%
10,784
-252
357
$1.41M 0.05%
81,040
-2,506
358
$1.4M 0.05%
50,537
+468
359
$1.39M 0.05%
57,732
-254
360
$1.37M 0.05%
18,369
+2,859
361
$1.37M 0.05%
10,806
-517
362
$1.37M 0.05%
37,303
+17,988
363
$1.37M 0.05%
28,020
+315
364
$1.37M 0.05%
26,130
+2,876
365
$1.33M 0.05%
43,103
+33,228
366
$1.33M 0.05%
29,100
+2,450
367
$1.33M 0.05%
33,558
+5,317
368
$1.33M 0.05%
35,341
+7,000
369
$1.33M 0.05%
9,023
-81
370
$1.33M 0.05%
6,141
+49
371
$1.32M 0.05%
56,355
+43,138
372
$1.32M 0.05%
66,398
+48,019
373
$1.31M 0.05%
20,164
+84
374
$1.3M 0.05%
25,421
-1,973
375
$1.3M 0.05%
12,533
-604
13 14
15
16 17