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
376
$1.59M 0.05%
6,417
+1,455
377
$1.59M 0.05%
38,468
+7,304
378
$1.59M 0.05%
6,498
-53
379
$1.58M 0.05%
64,835
-9,855
380
$1.58M 0.05%
9,947
+6,812
381
$1.57M 0.05%
14,196
+9,992
382
$1.56M 0.05%
7,267
+4,464
383
$1.56M 0.05%
64,234
+1,845
384
$1.56M 0.05%
15,524
+462
385
$1.56M 0.05%
13,457
-2,117
386
$1.56M 0.05%
16,542
+3,890
387
$1.56M 0.05%
57,740
+13,295
388
$1.55M 0.05%
54,755
-2,977
389
$1.53M 0.05%
+39,358
390
$1.53M 0.05%
26,568
+438
391
$1.52M 0.05%
16,025
-384
392
$1.52M 0.05%
481
+63
393
$1.51M 0.05%
14,245
+5,243
394
$1.5M 0.05%
40,980
-4,848
395
$1.49M 0.05%
6,490
+916
396
$1.49M 0.05%
19,925
-842
397
$1.49M 0.05%
56,340
-5,082
398
$1.48M 0.05%
85,668
+17,747
399
$1.48M 0.05%
34,544
+16,035
400
$1.48M 0.05%
32,042
+8,668
14 15
16
17 18