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
576
$783K 0.02%
+3,467
577
$783K 0.02%
+31,000
578
$781K 0.02%
17,237
+1,978
579
$780K 0.02%
+31,000
580
$776K 0.02%
15,340
+502
581
$775K 0.02%
4,134
-21
582
$774K 0.02%
6,835
+1,234
583
$772K 0.02%
19,665
+3,870
584
$767K 0.02%
1,368
+153
585
$765K 0.02%
14,108
+5,664
586
$763K 0.02%
10,345
+1,091
587
$762K 0.02%
18,324
+1,680
588
$760K 0.02%
3,835
-84
589
$760K 0.02%
26,381
+855
590
$754K 0.02%
2,746
+48
591
$751K 0.02%
24,850
+13,774
592
$750K 0.02%
+17,230
593
$746K 0.02%
6,028
+4,267
594
$742K 0.02%
21,997
595
$741K 0.02%
20,623
+2,995
596
$739K 0.02%
15,554
-26
597
$738K 0.02%
18,042
-43
598
$737K 0.02%
2,879
+1,020
599
$737K 0.02%
30,770
+4,342
600
$731K 0.02%
10,212
+1,130
22 23
24
25 26