SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$702K 0.04%
7,897
+1,311
452
$702K 0.04%
12,286
+707
453
$698K 0.04%
5,477
+29
454
$696K 0.03%
15,372
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455
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11,421
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456
$694K 0.03%
4,022
-538
457
$691K 0.03%
4,906
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458
$686K 0.03%
5,685
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459
$684K 0.03%
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460
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+11,093
461
$667K 0.03%
+1,802
462
$665K 0.03%
7,442
-26,058
463
$663K 0.03%
6,402
-3,152
464
$663K 0.03%
9,840
-6,636
465
$659K 0.03%
+1,413
466
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12,588
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467
$656K 0.03%
7,644
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468
$654K 0.03%
35,871
-113,328
469
$651K 0.03%
12,087
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470
$647K 0.03%
31,898
+712
471
$644K 0.03%
15,442
+1,881
472
$642K 0.03%
13,813
473
$640K 0.03%
8,074
+5,312
474
$639K 0.03%
1,198
+87
475
$632K 0.03%
27,888
-384
17 18
19
20 21