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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$807K 0.04%
4,662
-24
477
$804K 0.04%
16,248
-2,007
478
$803K 0.04%
+15,113
479
$803K 0.04%
8,821
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480
$799K 0.04%
3,906
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481
$798K 0.04%
2,075
-93
482
$797K 0.04%
4,628
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483
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42,952
-90
484
$793K 0.04%
2,487
-182
485
$793K 0.04%
9,372
+889
486
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3,997
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487
$781K 0.04%
7,764
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488
$777K 0.03%
1,221
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489
$776K 0.03%
9,469
+240
490
$764K 0.03%
68,781
-28,361
491
$758K 0.03%
7,263
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492
$758K 0.03%
6,051
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493
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32,640
-1,111
494
$746K 0.03%
1,862
-112
495
$744K 0.03%
15,150
+5,502
496
$743K 0.03%
+2,660
497
$742K 0.03%
7,123
+675
498
$742K 0.03%
6,654
+4,464
499
$740K 0.03%
16,406
-107
500
$739K 0.03%
24,748
-2,384
18 19
20
21 22