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
26
$17.3M 0.54%
94,837
+17,207
27
$16.9M 0.53%
278,220
+25,870
28
$16.2M 0.51%
132,330
+23,857
29
$15.6M 0.49%
40,755
+11,718
30
$15.5M 0.48%
87,814
+6,286
31
$15.3M 0.48%
96,958
+24,516
32
$15M 0.47%
248,927
+44,387
33
$14.4M 0.45%
81,986
+39,479
34
$14.3M 0.45%
44,615
+1,369
35
$13.7M 0.43%
18,720
+3,802
36
$13.7M 0.43%
80,856
+6,467
37
$13.5M 0.42%
503,475
-85,326
38
$13M 0.41%
299,997
+6,220
39
$13M 0.41%
35,410
+5,270
40
$12.7M 0.4%
98,447
+3,913
41
$12.7M 0.4%
66,502
+8,168
42
$12.4M 0.39%
98,609
-512
43
$12.4M 0.39%
537,833
+130,435
44
$12.2M 0.38%
35,350
+2,606
45
$12.1M 0.38%
16,780
+2,557
46
$11.8M 0.37%
17,432
+344
47
$11.8M 0.37%
184,653
+102,417
48
$11.8M 0.37%
41,708
+7,682
49
$11.7M 0.37%
28,079
+6,347
50
$11.7M 0.37%
193,892
+1,808
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