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
451
$1.21M 0.04%
16,672
+208
452
$1.2M 0.04%
23,453
+2,875
453
$1.2M 0.04%
31,871
+5,373
454
$1.19M 0.04%
12,817
-723
455
$1.19M 0.04%
3,660
+1,192
456
$1.19M 0.04%
11,289
+6,993
457
$1.19M 0.04%
20,427
+11,429
458
$1.18M 0.04%
10,291
-372
459
$1.18M 0.04%
21,381
-398
460
$1.17M 0.04%
30,144
461
$1.17M 0.04%
9,137
+2,196
462
$1.16M 0.04%
6,760
-304
463
$1.16M 0.04%
19,816
+5,290
464
$1.16M 0.04%
11,313
-732
465
$1.15M 0.04%
13,327
+2,111
466
$1.14M 0.04%
9,351
+431
467
$1.14M 0.04%
16,081
+2,955
468
$1.14M 0.04%
10,026
+1,592
469
$1.13M 0.04%
46,522
-2,937
470
$1.13M 0.04%
8,056
+1,331
471
$1.12M 0.04%
3,128
+1,193
472
$1.12M 0.03%
20,122
+122
473
$1.12M 0.03%
11,933
+1,277
474
$1.11M 0.03%
14,237
+975
475
$1.11M 0.03%
11,028
-1,561
17 18
19
20 21