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
426
$963K 0.04%
18,417
+3,848
427
$963K 0.04%
33,587
-86
428
$960K 0.04%
1,625
-309
429
$955K 0.04%
10,376
+4,757
430
$954K 0.04%
8,396
+119
431
$948K 0.04%
19,698
+270
432
$944K 0.04%
86,613
-2,106
433
$941K 0.04%
21,753
+1,824
434
$938K 0.04%
3,881
-9,264
435
$938K 0.04%
37,864
+374
436
$934K 0.04%
25,081
+878
437
$931K 0.04%
44,562
438
$930K 0.04%
3,951
-139
439
$929K 0.04%
12,574
+4,279
440
$929K 0.04%
+43,643
441
$921K 0.04%
13,953
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442
$917K 0.04%
37,802
-5,494
443
$915K 0.04%
37,549
+6,438
444
$914K 0.04%
85,768
+1,630
445
$906K 0.04%
39,808
-1,308
446
$901K 0.04%
17,829
-75,945
447
$897K 0.04%
22,633
+1,051
448
$896K 0.04%
65,941
+3,655
449
$895K 0.04%
63,119
450
$894K 0.04%
12,809
-667
16 17
18
19 20