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
601
$727K 0.02%
7,664
-423
602
$727K 0.02%
19,614
+1,110
603
$724K 0.02%
2,485
-204
604
$723K 0.02%
29,542
+13,195
605
$722K 0.02%
6,325
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606
$721K 0.02%
31,254
+3,910
607
$716K 0.02%
80,489
+1,783
608
$716K 0.02%
16,539
+1,667
609
$716K 0.02%
2,456
-1,379
610
$716K 0.02%
9,732
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611
$714K 0.02%
14,516
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612
$714K 0.02%
6,705
+184
613
$714K 0.02%
2,822
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614
$713K 0.02%
9,125
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615
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9,748
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616
$713K 0.02%
36,705
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617
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7,885
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618
$705K 0.02%
14,119
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619
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1,703
-2,242
620
$699K 0.02%
8,318
-2,618
621
$699K 0.02%
1,594
+364
622
$699K 0.02%
18,784
-440
623
$696K 0.02%
30,702
624
$695K 0.02%
1,764
-4
625
$693K 0.02%
7,546
-2,525
23 24
25
26 27