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
501
$737K 0.03%
+38,624
502
$727K 0.03%
25,777
+192
503
$727K 0.03%
15,048
-450
504
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9,093
-15,876
505
$723K 0.03%
11,861
506
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3,306
+1,120
507
$715K 0.03%
+28,846
508
$714K 0.03%
27,425
+1,236
509
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22,791
+1,911
510
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22,509
-740
511
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67,141
+1,141
512
$705K 0.03%
5,869
+3,789
513
$704K 0.03%
+30,536
514
$703K 0.03%
16,158
+1,950
515
$703K 0.03%
4,694
-16
516
$703K 0.03%
3,571
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517
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14,244
-1,434
518
$691K 0.03%
3,471
-21
519
$691K 0.03%
3,841
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520
$687K 0.03%
6,715
+186
521
$683K 0.03%
10,458
-375
522
$680K 0.03%
10,159
-2,968
523
$678K 0.03%
1,760
+37
524
$673K 0.03%
8,407
+1,740
525
$673K 0.03%
8,178
+366
19 20
21
22 23