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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$777K 0.02%
8,273
-331
602
$772K 0.02%
16,423
-1,232
603
$771K 0.02%
18,954
604
$771K 0.02%
183
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605
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20,571
-2
606
$765K 0.02%
31,781
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607
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11,916
+1,628
608
$763K 0.02%
10,418
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609
$762K 0.02%
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610
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611
$757K 0.02%
10,533
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612
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1,753
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613
$754K 0.02%
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614
$752K 0.02%
2,863
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615
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6,014
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616
$747K 0.02%
4,909
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$738K 0.02%
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3,673
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23,399
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620
$731K 0.02%
5,194
-1,206
621
$727K 0.02%
2,669
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622
$719K 0.02%
32,527
+4,576
623
$717K 0.02%
9,948
+1,825
624
$713K 0.02%
7,622
+292
625
$707K 0.02%
6,491
-307
23 24
25
26 27