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
551
$494K 0.02%
7,251
+374
552
$494K 0.02%
6,714
-43,550
553
$493K 0.02%
9,520
+3
554
$493K 0.02%
13,556
+533
555
$492K 0.02%
11,366
+2,885
556
$489K 0.02%
17,948
-8,187
557
$486K 0.02%
14,828
-6,318
558
$485K 0.02%
5,192
-1,071
559
$484K 0.02%
+6,778
560
$482K 0.02%
8,893
-892
561
$482K 0.02%
13,886
+950
562
$481K 0.02%
+3,657
563
$477K 0.02%
3,359
-613
564
$474K 0.02%
2,898
+204
565
$464K 0.02%
2,200
-2,867
566
$464K 0.02%
9,740
+3,782
567
$463K 0.02%
4,030
+1,580
568
$462K 0.02%
2,408
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569
$461K 0.02%
917
+102
570
$456K 0.02%
7,017
+2,688
571
$448K 0.02%
+7,570
572
$447K 0.02%
2,169
+151
573
$447K 0.02%
2,795
-1,335
574
$447K 0.02%
16,821
+3,851
575
$446K 0.02%
3,174
+1,045
21 22
23
24 25