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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$751K 0.03%
28,095
+863
552
$751K 0.03%
41,843
+29
553
$750K 0.03%
16,788
-705
554
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1,872
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555
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84,027
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557
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558
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30,610
-4,628
559
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560
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15,102
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562
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563
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2,412
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564
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5,095
-188
565
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24,414
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569
$729K 0.03%
58,061
-555
570
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5,704
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$721K 0.03%
8,517
-244
572
$712K 0.03%
8,073
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573
$707K 0.03%
11,355
574
$703K 0.03%
20,980
+2,074
575
$702K 0.03%
3,575
+13
21 22
23
24 25