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
601
$622K 0.02%
33,565
-5,853
602
$622K 0.02%
9,017
-154
603
$620K 0.02%
2,595
-59
604
$620K 0.02%
12,589
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605
$619K 0.02%
7,508
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606
$618K 0.02%
2,935
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607
$618K 0.02%
4,749
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608
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3,148
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609
$615K 0.02%
7,352
-1,970
610
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6,486
-323
611
$613K 0.02%
17,628
-2,051
612
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+2,089
613
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16,644
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614
$610K 0.02%
26,473
-954
615
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27,951
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616
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617
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14,315
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618
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619
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12,154
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620
$601K 0.02%
1,825
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621
$601K 0.02%
14,323
+342
622
$600K 0.02%
3,333
-38
623
$599K 0.02%
2,926
+167
624
$599K 0.02%
7,546
+39
625
$596K 0.02%
4,260
+601
23 24
25
26 27