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
601
$530K 0.02%
9,648
-189
602
$527K 0.02%
7,182
+111
603
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+14,003
604
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17,016
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7,077
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607
$524K 0.02%
10,946
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608
$519K 0.02%
12,882
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609
$519K 0.02%
10,334
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610
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611
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6,217
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612
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613
$515K 0.02%
7,240
614
$515K 0.02%
7,977
-285
615
$514K 0.02%
10,466
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616
$514K 0.02%
21,969
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617
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618
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6,886
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619
$513K 0.02%
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620
$512K 0.02%
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621
$512K 0.02%
8,828
+375
622
$512K 0.02%
12,878
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623
$512K 0.02%
18,750
+11,935
624
$510K 0.02%
2,113
+67
625
$508K 0.02%
3,561
-1,579
23 24
25
26 27