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
576
$445K 0.02%
31,730
577
$444K 0.02%
3,328
+1,188
578
$442K 0.02%
202
+14
579
$441K 0.02%
2,825
+29
580
$439K 0.02%
1,966
+934
581
$438K 0.02%
2,136
+855
582
$437K 0.02%
+5,596
583
$437K 0.02%
5,587
+301
584
$436K 0.02%
+18,863
585
$436K 0.02%
15,572
-4,865
586
$434K 0.02%
8,923
-1,231
587
$432K 0.02%
14,218
+1,217
588
$431K 0.02%
2,475
+882
589
$431K 0.02%
973
-211
590
$430K 0.02%
7,570
591
$430K 0.02%
2,734
+216
592
$430K 0.02%
4,176
593
$428K 0.02%
16,202
-526
594
$426K 0.02%
5,181
+1,284
595
$422K 0.02%
826
-13
596
$421K 0.02%
4,605
+1,231
597
$420K 0.02%
+4,541
598
$419K 0.02%
1,757
+220
599
$418K 0.02%
12,150
+3,289
600
$417K 0.02%
2,149
+14
22 23
24
25 26