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
551
$853K 0.03%
6,856
-102
552
$852K 0.03%
36,531
553
$849K 0.03%
9,463
+947
554
$834K 0.03%
3,802
+172
555
$834K 0.03%
2,777
+417
556
$829K 0.03%
32,030
+5,557
557
$828K 0.03%
21,013
+156
558
$824K 0.03%
19,732
+811
559
$823K 0.03%
14,547
+9,125
560
$815K 0.03%
10,421
-1,153
561
$812K 0.03%
9,375
+731
562
$811K 0.03%
187,413
-16,689
563
$808K 0.03%
4,370
+983
564
$807K 0.03%
3,788
+853
565
$807K 0.03%
40,675
+5,778
566
$805K 0.03%
8,729
-1,081
567
$804K 0.03%
+31,700
568
$802K 0.03%
46,790
+855
569
$800K 0.03%
2,047
-1,490
570
$793K 0.02%
12,814
-656
571
$793K 0.02%
5,338
+1,682
572
$792K 0.02%
24,677
+2,825
573
$788K 0.02%
11,882
+1,888
574
$787K 0.02%
8,398
+1,439
575
$783K 0.02%
+31,000
21 22
23
24 25