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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$631K 0.02%
7,588
+1,957
627
$628K 0.02%
7,431
+356
628
$625K 0.02%
8,110
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629
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10,984
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630
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30,790
-1,498
631
$622K 0.02%
5,450
-878
632
$622K 0.02%
6,459
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633
$619K 0.02%
18,219
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634
$617K 0.02%
46,488
+11,468
635
$614K 0.02%
17,258
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636
$613K 0.02%
3,314
-6
637
$612K 0.02%
13,311
-1,324
638
$612K 0.02%
+18,203
639
$611K 0.02%
22,075
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640
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14,570
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641
$608K 0.02%
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14,060
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643
$605K 0.02%
170,935
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644
$605K 0.02%
26,561
-10,958
645
$604K 0.02%
2,720
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646
$604K 0.02%
8,915
-1,500
647
$603K 0.02%
10,105
+388
648
$601K 0.02%
12,797
649
$601K 0.02%
7,125
+449
650
$599K 0.02%
8,224
+22
24 25
26
27 28