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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$647K 0.02%
27,929
577
$645K 0.02%
15,852
-529
578
$644K 0.02%
14,453
-272
579
$644K 0.02%
13,701
-2,145
580
$643K 0.02%
2,340
+54
581
$643K 0.02%
14,558
-3,955
582
$642K 0.02%
8,137
+1,248
583
$642K 0.02%
3,356
-41
584
$642K 0.02%
18,504
-3,840
585
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2,672
+31
586
$639K 0.02%
13,049
-552
587
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14,630
-179
588
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28,472
-10,851
589
$635K 0.02%
5,601
-290
590
$634K 0.02%
+26,095
591
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13,202
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592
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13,313
593
$631K 0.02%
4,553
-60
594
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26,428
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595
$630K 0.02%
12,287
+25
596
$630K 0.02%
18,035
+715
597
$627K 0.02%
1,907
-33
598
$627K 0.02%
27,409
-230
599
$627K 0.02%
27,344
+1,554
600
$625K 0.02%
9,254
+4,081
22 23
24
25 26