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
426
$1.08M 0.04%
418
+23
427
$1.08M 0.04%
21,409
+8,416
428
$1.08M 0.04%
23,374
-26,201
429
$1.06M 0.04%
7,064
+392
430
$1.06M 0.04%
20,578
-3,629
431
$1.06M 0.04%
5,574
-266
432
$1.06M 0.04%
+32,320
433
$1.05M 0.04%
10,381
-1,899
434
$1.04M 0.04%
12,589
+284
435
$1.04M 0.04%
3,412
+2,294
436
$1.04M 0.04%
9,002
+252
437
$1.03M 0.04%
13,215
-2,279
438
$1.02M 0.04%
1,162
+36
439
$1.02M 0.04%
22,815
-761
440
$1.01M 0.04%
3,276
+307
441
$1.01M 0.04%
16,005
+5,790
442
$1.01M 0.04%
13,920
+3,700
443
$997K 0.04%
2,210
-77
444
$996K 0.04%
34,888
445
$996K 0.04%
3,835
-395
446
$993K 0.04%
32,983
-303
447
$989K 0.04%
7,223
-1,056
448
$988K 0.04%
9,036
-945
449
$975K 0.04%
1,922
+1,410
450
$974K 0.04%
9,438
-322
16 17
18
19 20