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
501
$870K 0.03%
3,047
+12
502
$863K 0.03%
18,325
+2,405
503
$862K 0.03%
1,199
+73
504
$861K 0.03%
2,935
-267
505
$861K 0.03%
9,607
-2,565
506
$860K 0.03%
8,900
+154
507
$853K 0.03%
45,317
+8,689
508
$851K 0.03%
17,414
-8
509
$840K 0.03%
10,819
-531
510
$839K 0.03%
66,062
+13,755
511
$837K 0.03%
42,397
-4,554
512
$834K 0.03%
16,626
-2,912
513
$834K 0.03%
35,205
+129
514
$833K 0.03%
23,001
-1,491
515
$830K 0.03%
20,750
+524
516
$820K 0.03%
11,445
-20
517
$819K 0.03%
20,402
-80
518
$811K 0.03%
7,818
+4,723
519
$809K 0.03%
11,866
-1,326
520
$808K 0.03%
4,831
+884
521
$807K 0.03%
28,482
522
$806K 0.03%
52,119
+3,243
523
$799K 0.03%
19,977
+1,394
524
$798K 0.03%
20,413
-157
525
$796K 0.03%
12,495
+975
19 20
21
22 23