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
$2.63B
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
476
$877K 0.03%
4,595
+1,477
477
$876K 0.03%
19,669
+1,439
478
$874K 0.03%
+18,650
479
$871K 0.03%
28,482
480
$870K 0.03%
45,935
-2,085
481
$870K 0.03%
13,645
+1,700
482
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26,836
-486
483
$864K 0.03%
7,745
+72
484
$861K 0.03%
8,679
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485
$861K 0.03%
21,620
+1,217
486
$860K 0.03%
20,000
+9,990
487
$860K 0.03%
4,722
-262
488
$858K 0.03%
10,960
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489
$857K 0.03%
7,204
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490
$850K 0.03%
10,936
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491
$848K 0.03%
36,531
492
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8,234
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493
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6,941
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494
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2,689
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495
$827K 0.03%
2,210
-98
496
$825K 0.03%
2,636
-50
497
$821K 0.03%
8,434
+150
498
$819K 0.03%
9,810
+1,710
499
$808K 0.03%
6,654
-45
500
$798K 0.03%
27,757
+185
18 19
20
21 22