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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$935K 0.03%
28,172
-3,723
477
$931K 0.03%
1,919
+182
478
$930K 0.03%
9,232
-15,195
479
$929K 0.03%
2,892
+615
480
$925K 0.03%
3,929
+20
481
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7,463
-3,319
482
$922K 0.03%
7,861
-290
483
$918K 0.03%
83,954
+21,617
484
$912K 0.03%
14,180
-8,390
485
$909K 0.03%
7,075
-413
486
$908K 0.03%
50,425
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487
$905K 0.03%
4,898
-157
488
$904K 0.03%
9,955
489
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10,808
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40,648
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16,418
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-1,676
494
$882K 0.03%
8,064
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495
$879K 0.03%
16,970
+3,817
496
$878K 0.03%
12,078
-3,186
497
$878K 0.03%
25,734
+2,473
498
$877K 0.03%
15,300
+2,708
499
$873K 0.03%
9,219
-717
500
$871K 0.03%
5,403
-2,340
18 19
20
21 22