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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.2M 0.05%
29,784
+608
402
$1.18M 0.04%
12,652
-46,330
403
$1.18M 0.04%
8,920
+71
404
$1.15M 0.04%
39,104
+573
405
$1.15M 0.04%
10,868
-1,147
406
$1.15M 0.04%
5,287
+3
407
$1.15M 0.04%
18,743
-1,589
408
$1.15M 0.04%
13,540
-196
409
$1.15M 0.04%
12,598
-425
410
$1.15M 0.04%
67,921
-16,599
411
$1.14M 0.04%
44,445
-22,550
412
$1.13M 0.04%
21,779
-2,359
413
$1.13M 0.04%
22,029
-22,045
414
$1.13M 0.04%
8,311
-122
415
$1.13M 0.04%
31,474
+194
416
$1.13M 0.04%
27,982
+5,167
417
$1.13M 0.04%
81,550
+14,530
418
$1.12M 0.04%
10,663
419
$1.1M 0.04%
41,383
420
$1.1M 0.04%
12,045
-1,566
421
$1.09M 0.04%
38,442
-1,452
422
$1.08M 0.04%
30,144
+4,424
423
$1.08M 0.04%
14,078
-2,482
424
$1.08M 0.04%
20,238
+2,276
425
$1.08M 0.04%
4,807
+350
15 16
17
18 19