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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 0.5%
77,630
-1,817
27
$12.9M 0.49%
293,777
-8,084
28
$12.8M 0.49%
87,241
-25,044
29
$12.3M 0.47%
34,516
-516
30
$12.3M 0.47%
25,235
-1,037
31
$12M 0.46%
115,161
-2,765
32
$11.4M 0.43%
19,040
+434
33
$11.4M 0.43%
72,442
+262
34
$11M 0.42%
43,246
+17,924
35
$11M 0.42%
6,986
+1,105
36
$10.8M 0.41%
17,088
+482
37
$10.8M 0.41%
74,389
-392
38
$10.7M 0.41%
204,540
+9,870
39
$10.7M 0.41%
72,683
+767
40
$10.6M 0.4%
134,163
-4,934
41
$10.6M 0.4%
45,417
-1,045
42
$10.6M 0.4%
42,507
-1,073
43
$10.5M 0.4%
152,945
-19,052
44
$10.5M 0.4%
99,121
+21,362
45
$10.4M 0.4%
192,084
-3,112
46
$10.3M 0.39%
57,793
+1,148
47
$10.2M 0.39%
32,744
-245
48
$10.2M 0.39%
79,847
-49
49
$10.1M 0.39%
211,475
-3,440
50
$10.1M 0.38%
34,026
+277
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2
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