SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Fund
S&P 500
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 8.86%
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
401
$1.48M 0.05%
12,587
+54
402
$1.47M 0.05%
10,082
-724
403
$1.46M 0.05%
+15,716
404
$1.46M 0.05%
13,355
-6,001
405
$1.46M 0.05%
16,698
+9,346
406
$1.46M 0.05%
69,888
+48,731
407
$1.45M 0.05%
2,796
+755
408
$1.45M 0.05%
10,057
+2,945
409
$1.44M 0.05%
28,620
+3,199
410
$1.44M 0.04%
80,157
-883
411
$1.44M 0.04%
22,475
+8,830
412
$1.43M 0.04%
10,371
-461
413
$1.43M 0.04%
35,341
414
$1.42M 0.04%
29,737
-47
415
$1.4M 0.04%
19,300
+931
416
$1.4M 0.04%
9,371
+2,207
417
$1.39M 0.04%
38,565
-2,969
418
$1.39M 0.04%
10,578
-140
419
$1.38M 0.04%
29,424
+13,201
420
$1.37M 0.04%
31,608
+3,626
421
$1.37M 0.04%
28,771
+5,956
422
$1.36M 0.04%
78,722
+22,191
423
$1.36M 0.04%
48,569
+7,186
424
$1.34M 0.04%
37,037
+12,231
425
$1.33M 0.04%
22,860
-2,990
15 16
17
18 19