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
476
$1.1M 0.03%
27,684
-15,443
477
$1.1M 0.03%
13,275
+60
478
$1.1M 0.03%
14,368
+290
479
$1.1M 0.03%
9,975
+1,741
480
$1.09M 0.03%
16,140
+4,881
481
$1.09M 0.03%
8,163
-696
482
$1.08M 0.03%
2,272
+62
483
$1.08M 0.03%
9,036
484
$1.08M 0.03%
3,722
+310
485
$1.07M 0.03%
37,408
-17,215
486
$1.05M 0.03%
27,546
-9,757
487
$1.05M 0.03%
11,566
+250
488
$1.05M 0.03%
13,381
+1,099
489
$1.05M 0.03%
25,144
+10,519
490
$1.05M 0.03%
7,193
+294
491
$1.04M 0.03%
9,762
492
$1.04M 0.03%
857
+120
493
$1.03M 0.03%
26,828
-8
494
$1.03M 0.03%
33,807
-22,548
495
$1.03M 0.03%
+29,187
496
$1.03M 0.03%
28,359
-5,199
497
$1.03M 0.03%
27,425
-8,259
498
$1.02M 0.03%
7,371
+1,803
499
$1.02M 0.03%
13,335
+575
500
$1.01M 0.03%
21,124
-1,543
18 19
20
21 22