SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$533K 0.03%
6,750
+627
527
$533K 0.03%
+6,619
528
$532K 0.03%
7,913
+112
529
$531K 0.03%
12,397
530
$530K 0.03%
795
+31
531
$526K 0.03%
24,366
532
$526K 0.03%
2,719
+15
533
$524K 0.03%
7,811
+1,398
534
$522K 0.03%
9,973
+532
535
$522K 0.03%
6,167
+1,759
536
$521K 0.03%
18,870
-3,186
537
$515K 0.03%
6,635
-1,889
538
$514K 0.03%
6,159
+608
539
$514K 0.03%
+1,813
540
$513K 0.03%
+1,235
541
$512K 0.03%
2,951
+1,253
542
$511K 0.03%
21,793
-3,618
543
$510K 0.03%
1,634
-1,728
544
$509K 0.03%
11,101
+760
545
$509K 0.03%
16,402
+2
546
$507K 0.03%
2,753
-594
547
$503K 0.03%
6,724
-370
548
$498K 0.03%
2,297
-2,678
549
$497K 0.02%
2,298
-132
550
$495K 0.02%
849
-15
20 21
22
23 24