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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.03M 0.04%
15,674
-120
452
$1.03M 0.04%
4,713
+667
453
$1.02M 0.04%
10,663
+316
454
$1.02M 0.04%
17,102
-1,656
455
$1.02M 0.04%
36,102
-2,748
456
$1.01M 0.04%
28,436
+5,146
457
$1.01M 0.04%
10,470
-2,822
458
$1M 0.04%
12,732
+1,185
459
$1M 0.04%
+38,042
460
$999K 0.04%
4,882
+243
461
$993K 0.04%
33,286
+163
462
$992K 0.04%
19,322
-5,309
463
$982K 0.04%
8,257
-305
464
$979K 0.04%
2,768
-38
465
$976K 0.03%
8,573
-1,576
466
$973K 0.03%
83,869
+3,181
467
$972K 0.03%
3,196
+241
468
$962K 0.03%
4,226
+106
469
$955K 0.03%
10,124
+5,227
470
$951K 0.03%
3,880
+855
471
$943K 0.03%
8,511
-151
472
$943K 0.03%
63,171
-637
473
$941K 0.03%
4,644
-116
474
$940K 0.03%
41,305
+3,588
475
$936K 0.03%
12,453
+49
17 18
19
20 21