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
451
$893K 0.04%
8,404
-331
452
$882K 0.04%
20,700
+1,740
453
$878K 0.04%
9,228
+194
454
$875K 0.04%
7,655
-69
455
$875K 0.04%
22,397
+471
456
$873K 0.04%
11,605
-3,182
457
$872K 0.04%
30,031
-849
458
$865K 0.04%
9,105
-915
459
$864K 0.04%
3,986
+92
460
$861K 0.04%
19,268
+26
461
$860K 0.04%
19,320
-804
462
$857K 0.04%
8,942
+1,340
463
$854K 0.04%
16,706
+455
464
$850K 0.04%
4,539
+3,554
465
$843K 0.04%
7,298
+263
466
$836K 0.04%
+62,321
467
$831K 0.04%
17,971
-3,709
468
$823K 0.04%
6,120
+208
469
$820K 0.04%
21,155
+5,075
470
$817K 0.04%
2
471
$817K 0.04%
15,176
-611
472
$816K 0.04%
10,432
-40
473
$816K 0.04%
7,167
-536
474
$812K 0.04%
32,350
+144
475
$811K 0.04%
5,482
+299
17 18
19
20 21