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
576
$573K 0.03%
28,013
+1,928
577
$573K 0.03%
1,833
-155
578
$570K 0.03%
34,905
+2,045
579
$566K 0.03%
+15,864
580
$565K 0.03%
10,184
+2,633
581
$564K 0.03%
6,175
-450
582
$563K 0.03%
8,104
+4,435
583
$562K 0.03%
7,689
+753
584
$561K 0.03%
11,584
+3,428
585
$557K 0.03%
10,652
+2,118
586
$556K 0.03%
6,769
-448
587
$552K 0.02%
+7,519
588
$548K 0.02%
5,821
+135
589
$541K 0.02%
11,897
-516
590
$541K 0.02%
17,375
+513
591
$540K 0.02%
10,965
+2,090
592
$540K 0.02%
19,935
-165,066
593
$538K 0.02%
7,477
594
$538K 0.02%
19,840
+429
595
$537K 0.02%
15,177
+6,345
596
$536K 0.02%
+9,641
597
$536K 0.02%
2,404
-914
598
$535K 0.02%
47,969
-404
599
$532K 0.02%
10,952
-733
600
$531K 0.02%
+13,811
22 23
24
25 26