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
501
$794K 0.03%
8,983
+459
502
$792K 0.03%
13,126
+4,025
503
$785K 0.03%
20,103
+213
504
$784K 0.03%
11,574
-1,435
505
$784K 0.03%
14,526
-19,583
506
$781K 0.03%
6,958
-49
507
$778K 0.03%
18,921
+3,584
508
$777K 0.03%
15,259
-353
509
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3,914
-224
510
$773K 0.03%
24,772
-10,802
511
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13,470
+2,155
512
$768K 0.03%
8,516
+1,089
513
$766K 0.03%
6,876
-1,878
514
$761K 0.03%
9,389
+831
515
$760K 0.03%
+29,649
516
$759K 0.03%
32,924
-37,658
517
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4,349
-1,150
518
$756K 0.03%
22,318
519
$754K 0.03%
20,857
+484
520
$748K 0.03%
2,517
-27
521
$746K 0.03%
9,082
-146
522
$744K 0.03%
9,994
-78
523
$739K 0.03%
10,047
-1,186
524
$737K 0.03%
4,766
+564
525
$736K 0.03%
3,630
+538
19 20
21
22 23