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
$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 8.85%
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
426
$1.33M 0.04%
33,933
427
$1.33M 0.04%
5,063
+256
428
$1.33M 0.04%
84,478
+2,928
429
$1.32M 0.04%
11,225
-6,607
430
$1.32M 0.04%
29,753
+15,195
431
$1.31M 0.04%
22,550
-6,550
432
$1.3M 0.04%
11,791
+7,614
433
$1.3M 0.04%
2,075
-42
434
$1.3M 0.04%
8,315
+5,588
435
$1.29M 0.04%
16,641
+4,327
436
$1.28M 0.04%
25,744
+6,075
437
$1.28M 0.04%
8,186
-837
438
$1.27M 0.04%
5,289
+2
439
$1.26M 0.04%
10,645
-223
440
$1.26M 0.04%
25,955
+7,624
441
$1.26M 0.04%
5,913
+1,191
442
$1.26M 0.04%
29,023
+4,472
443
$1.25M 0.04%
13,312
+658
444
$1.24M 0.04%
40,222
-2,881
445
$1.23M 0.04%
38,291
+13,519
446
$1.23M 0.04%
103,431
+89,156
447
$1.23M 0.04%
24,281
-8,779
448
$1.23M 0.04%
42,655
-1,300
449
$1.22M 0.04%
10,878
+497
450
$1.22M 0.04%
5,985
+1,390
16 17
18
19 20