SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Fund
S&P 500
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
626
$507K 0.02%
10,733
-524
627
$506K 0.02%
8,531
+2,954
628
$504K 0.02%
32,376
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$502K 0.02%
7,629
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632
$501K 0.02%
12,367
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633
$498K 0.02%
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634
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-2,795
635
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+1,057
636
$496K 0.02%
10,229
-127
637
$494K 0.02%
2,454
-160
638
$494K 0.02%
17,091
+5,580
639
$493K 0.02%
2,505
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640
$491K 0.02%
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$489K 0.02%
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11,732
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643
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644
$486K 0.02%
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645
$486K 0.02%
18,600
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646
$485K 0.02%
3,442
-640
647
$484K 0.02%
33,096
-23,790
648
$483K 0.02%
+21,177
649
$483K 0.02%
5,876
-1,376
650
$483K 0.02%
+4,426
24 25
26
27 28