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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.08M 0.03%
5,680
+88
502
$1.08M 0.03%
22,603
+2,964
503
$1.08M 0.03%
55,735
+3,525
504
$1.06M 0.03%
20,358
-758
505
$1.06M 0.03%
+42,256
506
$1.06M 0.03%
7,137
-454
507
$1.06M 0.03%
6,643
+19
508
$1.06M 0.03%
21,383
509
$1.05M 0.03%
17,247
+501
510
$1.05M 0.03%
14,505
+1,250
511
$1.05M 0.03%
13,651
-39,910
512
$1.04M 0.03%
30,159
+1,945
513
$1.04M 0.03%
15,838
+53
514
$1.04M 0.03%
8,166
-4,424
515
$1.03M 0.03%
2,653
-32
516
$1.01M 0.03%
42,181
+9,673
517
$1.01M 0.03%
37,779
-4,338
518
$1.01M 0.03%
8,305
-825
519
$998K 0.03%
1,976
-175
520
$997K 0.03%
1,968
-288
521
$996K 0.03%
18,710
-2,377
522
$992K 0.03%
1,830
+40
523
$992K 0.03%
3,660
-17,157
524
$992K 0.03%
20,211
-141
525
$991K 0.03%
19,142
-38
19 20
21
22 23