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
376
$1.19M 0.05%
24,095
-1,480
377
$1.18M 0.05%
21,693
+178
378
$1.18M 0.05%
20,639
-7,290
379
$1.17M 0.05%
7,150
+1,520
380
$1.16M 0.05%
15,490
+458
381
$1.16M 0.05%
+13,440
382
$1.16M 0.05%
11,029
+2,256
383
$1.16M 0.05%
+5,524
384
$1.16M 0.05%
49,360
+16,292
385
$1.15M 0.05%
11,184
-79
386
$1.15M 0.05%
533
+349
387
$1.14M 0.05%
14,297
+313
388
$1.13M 0.05%
21,927
-216
389
$1.13M 0.05%
22,571
+9,794
390
$1.12M 0.05%
24,697
-1,021
391
$1.12M 0.05%
9,757
-38
392
$1.12M 0.05%
5,697
+397
393
$1.11M 0.05%
39,325
+2,606
394
$1.11M 0.05%
20,044
-7,708
395
$1.1M 0.05%
31,369
+2,902
396
$1.1M 0.05%
31,111
-65,705
397
$1.1M 0.05%
4,164
-1,077
398
$1.09M 0.05%
21,887
+3,336
399
$1.09M 0.05%
117,943
-1,372
400
$1.09M 0.05%
8,371
+1,420
14 15
16
17 18