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
626
$370K 0.02%
10,877
+2,132
627
$369K 0.02%
1,442
+196
628
$369K 0.02%
18,980
+3,820
629
$369K 0.02%
3,286
+1,158
630
$368K 0.02%
3,427
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631
$367K 0.02%
1,196
-232
632
$366K 0.02%
7,914
-115
633
$365K 0.02%
+11,095
634
$365K 0.02%
4,806
-113
635
$362K 0.02%
5,707
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636
$361K 0.02%
2,580
-2,504
637
$361K 0.02%
5,710
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638
$361K 0.02%
2,383
+1,048
639
$361K 0.02%
7,186
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640
$360K 0.02%
3,772
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641
$360K 0.02%
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642
$360K 0.02%
5,540
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643
$359K 0.02%
16,105
644
$359K 0.02%
4,981
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645
$359K 0.02%
+13,929
646
$358K 0.02%
9,570
647
$357K 0.02%
3,870
-50
648
$355K 0.02%
+5,480
649
$355K 0.02%
+18,510
650
$355K 0.02%
7,997
-153