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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.75M 0.05%
17,018
-1,417
352
$1.74M 0.05%
26,723
-344
353
$1.74M 0.05%
29,658
+21,695
354
$1.74M 0.05%
29,893
-869
355
$1.74M 0.05%
28,800
+4,978
356
$1.73M 0.05%
41,189
+21,086
357
$1.72M 0.05%
19,904
+10,921
358
$1.71M 0.05%
28,828
+8,590
359
$1.71M 0.05%
30,298
-18,075
360
$1.69M 0.05%
24,668
+3,247
361
$1.68M 0.05%
13,394
-768
362
$1.67M 0.05%
31,739
+8,079
363
$1.66M 0.05%
16,847
364
$1.66M 0.05%
33,919
+199
365
$1.64M 0.05%
16,247
+794
366
$1.64M 0.05%
13,806
-20
367
$1.64M 0.05%
7,281
-656
368
$1.63M 0.05%
81,049
-2,724
369
$1.63M 0.05%
6,659
-404
370
$1.62M 0.05%
50,871
+334
371
$1.62M 0.05%
10,143
-641
372
$1.62M 0.05%
39,104
373
$1.61M 0.05%
20,891
+5,250
374
$1.61M 0.05%
33,010
+6,540
375
$1.61M 0.05%
23,698
+3,534
13 14
15
16 17