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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$664K 0.03%
+16,442
527
$663K 0.03%
2,004
+771
528
$661K 0.03%
27,722
+2,336
529
$661K 0.03%
17,219
+440
530
$660K 0.03%
18,931
+538
531
$656K 0.03%
33,575
+21,575
532
$656K 0.03%
75,941
-35,030
533
$648K 0.03%
4,755
-259
534
$647K 0.03%
24,301
+8,134
535
$645K 0.03%
40,037
+8,617
536
$643K 0.03%
3,488
-906
537
$643K 0.03%
8,737
+1,940
538
$642K 0.03%
8,075
+1,260
539
$640K 0.03%
+17,370
540
$639K 0.03%
+28,149
541
$634K 0.03%
14,910
+6,384
542
$633K 0.03%
54,266
+22,000
543
$629K 0.03%
5,348
-328
544
$629K 0.03%
33,664
-12,110
545
$618K 0.03%
15,788
-18
546
$618K 0.03%
5,554
-594
547
$614K 0.03%
17,654
-517
548
$612K 0.03%
8,665
+8
549
$611K 0.03%
20,569
+93
550
$610K 0.03%
19,469
-4,968
20 21
22
23 24