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
601
$417K 0.02%
3,293
-18
602
$416K 0.02%
14,450
-114
603
$415K 0.02%
+4,867
604
$413K 0.02%
7,499
-2,560
605
$412K 0.02%
8,706
+912
606
$411K 0.02%
6,012
+1,943
607
$404K 0.02%
6,093
+236
608
$403K 0.02%
+9,440
609
$402K 0.02%
10,790
+365
610
$395K 0.02%
5,833
+343
611
$392K 0.02%
+578
612
$391K 0.02%
2,238
+609
613
$387K 0.02%
+19,768
614
$387K 0.02%
3,671
+1,309
615
$385K 0.02%
+10,330
616
$379K 0.02%
3,249
+64
617
$378K 0.02%
3,701
-316
618
$378K 0.02%
7,176
+1,760
619
$376K 0.02%
1,710
+19
620
$376K 0.02%
1,180
-13
621
$373K 0.02%
3,768
+492
622
$372K 0.02%
4,611
+975
623
$371K 0.02%
2,035
-58
624
$371K 0.02%
+1,074
625
$371K 0.02%
6,217
+715
23 24
25
26 27