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
401
$1.08M 0.05%
53,751
+27,428
402
$1.08M 0.05%
34,695
-26,735
403
$1.08M 0.05%
29,977
+113
404
$1.06M 0.05%
26,540
-1,407
405
$1.06M 0.05%
17,602
-353
406
$1.05M 0.05%
35,797
+625
407
$1.05M 0.05%
42,096
-1,620
408
$1.04M 0.05%
15,027
+710
409
$1.04M 0.05%
19,714
+4,338
410
$1.04M 0.05%
4,213
+21
411
$1.03M 0.05%
+5,635
412
$1.03M 0.05%
+19,690
413
$1.02M 0.05%
35,404
+3,178
414
$1.01M 0.05%
12,138
-2,281
415
$1M 0.05%
47,548
-14,688
416
$999K 0.04%
47,879
-7,534
417
$993K 0.04%
6,676
+14
418
$989K 0.04%
31,697
+2,960
419
$983K 0.04%
41,036
-219
420
$982K 0.04%
15,979
+2,146
421
$978K 0.04%
11,463
-5,346
422
$974K 0.04%
13,420
+615
423
$974K 0.04%
16,883
+7,966
424
$971K 0.04%
4,390
+493
425
$970K 0.04%
10,473
-133
15 16
17
18 19