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
526
$916K 0.03%
14,360
-228
527
$915K 0.03%
16,601
-4,808
528
$909K 0.03%
9,155
+936
529
$908K 0.03%
2,188
+281
530
$904K 0.03%
7,012
-733
531
$903K 0.03%
19,240
+3,388
532
$900K 0.03%
19,350
+7,100
533
$900K 0.03%
17,050
+2,420
534
$895K 0.03%
22,962
+3,390
535
$893K 0.03%
4,578
-188
536
$888K 0.03%
8,859
-1,855
537
$888K 0.03%
3,014
+342
538
$887K 0.03%
3,415
+2,024
539
$882K 0.03%
2,477
-159
540
$877K 0.03%
13,171
+1,259
541
$876K 0.03%
18,650
542
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6,017
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543
$872K 0.03%
1,622
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544
$870K 0.03%
4,387
+2,974
545
$870K 0.03%
8,940
-2,020
546
$865K 0.03%
3,732
+110
547
$864K 0.03%
37,970
+19,395
548
$858K 0.03%
+14,781
549
$858K 0.03%
6,253
+1,960
550
$856K 0.03%
3,641
+493
20 21
22
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