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
26
$10.5M 0.53%
196,383
+15,675
27
$10.3M 0.52%
129,053
+6,627
28
$10.3M 0.51%
42,095
+3,761
29
$10.2M 0.51%
470,879
-47,982
30
$10.2M 0.51%
75,776
+2,449
31
$10.1M 0.5%
257,103
+10,194
32
$10M 0.5%
158,624
+7,455
33
$9.95M 0.5%
23,254
+1,722
34
$9.93M 0.5%
63,843
+4,980
35
$9.93M 0.5%
132,640
+17,651
36
$9.67M 0.48%
169,607
+9,262
37
$9.66M 0.48%
198,804
+45,217
38
$9.6M 0.48%
115,004
+2,933
39
$9.39M 0.47%
101,535
+1,358
40
$9.27M 0.46%
24,835
+686
41
$9.23M 0.46%
68,434
+6,155
42
$9.16M 0.46%
194,865
+9,783
43
$9.08M 0.45%
62,130
-330
44
$9.07M 0.45%
63,484
-5,345
45
$9.03M 0.45%
88,343
-326
46
$8.82M 0.44%
36,021
-1,272
47
$8.79M 0.44%
184,440
+13,220
48
$8.73M 0.44%
235,158
+15,346
49
$8.28M 0.42%
36,555
-2,244
50
$8.28M 0.42%
37,781
+104
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