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
501
$1M 0.03%
6,430
+1,877
502
$989K 0.03%
30,622
-7,820
503
$988K 0.03%
43,412
+10,488
504
$983K 0.03%
17,038
+3,836
505
$981K 0.03%
4,236
+322
506
$979K 0.03%
13,724
+9,560
507
$977K 0.03%
31,622
-1,361
508
$976K 0.03%
6,302
-921
509
$972K 0.03%
5,588
+1,328
510
$970K 0.03%
5,824
+1,983
511
$965K 0.03%
7,808
+1,154
512
$962K 0.03%
2,747
+29
513
$960K 0.03%
11,638
+3,501
514
$959K 0.03%
28,482
515
$958K 0.03%
60,342
+45,904
516
$957K 0.03%
9,629
+6,193
517
$953K 0.03%
33,811
-1,077
518
$937K 0.03%
5,492
+1,394
519
$937K 0.03%
11,077
+2,111
520
$928K 0.03%
+16,460
521
$927K 0.03%
8,515
-6,050
522
$926K 0.03%
21,383
+1,975
523
$922K 0.03%
40,328
-14,066
524
$922K 0.03%
20,424
-1,196
525
$917K 0.03%
5,844
-1,032
19 20
21
22 23