SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$584K 0.03%
2,011
-896
502
$583K 0.03%
15,415
-435
503
$583K 0.03%
27,633
504
$582K 0.03%
18,609
+1,691
505
$573K 0.03%
4,436
+258
506
$572K 0.03%
3,958
-612
507
$565K 0.03%
9,247
-337
508
$562K 0.03%
5,526
+140
509
$562K 0.03%
6,030
+639
510
$560K 0.03%
5,320
-837
511
$557K 0.03%
3,145
+50
512
$556K 0.03%
7,750
+934
513
$556K 0.03%
+24,361
514
$555K 0.03%
+14,705
515
$550K 0.03%
2,232
-441
516
$549K 0.03%
8,867
+2,773
517
$548K 0.03%
3,812
-271
518
$548K 0.03%
12,874
+2,200
519
$547K 0.03%
+13,561
520
$543K 0.03%
+15,887
521
$543K 0.03%
3,284
+403
522
$541K 0.03%
13,492
+5,388
523
$539K 0.03%
6,149
-532
524
$538K 0.03%
31,378
-14,351
525
$534K 0.03%
5,898
-490
19 20
21
22 23