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
376
$997K 0.05%
4,205
+661
377
$997K 0.05%
5,225
+315
378
$993K 0.05%
33,151
+6,944
379
$986K 0.05%
14,168
-15,580
380
$982K 0.05%
19,600
+1,198
381
$976K 0.05%
12,557
+190
382
$971K 0.05%
24,703
+9,009
383
$968K 0.05%
22,634
-1,160
384
$961K 0.05%
2,963
+1,590
385
$960K 0.05%
+14,127
386
$949K 0.05%
44,794
+29,441
387
$945K 0.05%
4,810
+32
388
$944K 0.05%
17,108
-11,867
389
$939K 0.05%
10,605
390
$934K 0.05%
8,416
-4,584
391
$932K 0.05%
12,648
-25,140
392
$924K 0.05%
6,383
+400
393
$919K 0.05%
67,407
+2,537
394
$914K 0.05%
10,299
+96
395
$903K 0.05%
6,244
+2,764
396
$893K 0.04%
14,041
+130
397
$892K 0.04%
13,472
+1,374
398
$891K 0.04%
7,070
+449
399
$889K 0.04%
3,669
-17
400
$876K 0.04%
8,551
+415
14 15
16
17 18