SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.26M
3
+$7.24M
4
ALL icon
Allstate
ALL
+$5.44M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

1
+$6.69M
2
+$5.87M
3
+$5.27M
4
PHM icon
Pultegroup
PHM
+$4.86M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.85M

Sector Composition

1 Technology 19.49%
2 Financials 9.53%
3 Consumer Discretionary 6.92%
4 Healthcare 6.31%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$944K 0.03%
16,077
+810
527
$943K 0.03%
+9,091
528
$943K 0.03%
13,055
+6,038
529
$942K 0.03%
11,938
-129
530
$939K 0.03%
3,694
-796
531
$939K 0.03%
25,550
+6,695
532
$935K 0.03%
5,189
-2,913
533
$932K 0.03%
4,393
-598
534
$923K 0.03%
90,131
+775
535
$918K 0.03%
4,068
-416
536
$914K 0.03%
6,102
-803
537
$911K 0.03%
16,618
+451
538
$905K 0.03%
25,109
539
$904K 0.03%
32,361
+6,452
540
$900K 0.03%
1,849
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541
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6,359
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542
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8,721
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543
$898K 0.03%
31,434
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544
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23,142
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545
$896K 0.03%
39,217
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546
$895K 0.03%
9,818
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547
$894K 0.03%
28,539
-401
548
$893K 0.03%
9,494
-1,283
549
$891K 0.03%
8,612
550
$889K 0.03%
2,987
-73
20 21
22
23 24