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
551
$610K 0.03%
2,839
-65
552
$609K 0.03%
+933
553
$609K 0.03%
5,802
+768
554
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555
$604K 0.03%
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+188
556
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4,387
-229
557
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19,134
+2,446
558
$598K 0.03%
2,856
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559
$595K 0.03%
12,499
+1,350
560
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4,638
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561
$593K 0.03%
11,379
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562
$593K 0.03%
12,420
-1,754
563
$592K 0.03%
17,299
+1,066
564
$592K 0.03%
25,180
565
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+24,783
566
$587K 0.03%
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-237
567
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9,330
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13,890
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569
$584K 0.03%
8,174
+1,395
570
$580K 0.03%
25,531
-136,401
571
$580K 0.03%
+5,817
572
$576K 0.03%
2,437
+1,179
573
$576K 0.03%
+19,014
574
$574K 0.03%
3,203
+1,481
575
$574K 0.03%
34,267
+13,398
21 22
23
24 25