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
626
$692K 0.02%
4,291
+883
627
$692K 0.02%
12,008
+2,873
628
$687K 0.02%
8,779
-238
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$686K 0.02%
5,212
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630
$678K 0.02%
2,068
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631
$670K 0.02%
1,475
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632
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13,891
-227
633
$669K 0.02%
20,788
+4,452
634
$667K 0.02%
15,675
+1,360
635
$666K 0.02%
3,865
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636
$665K 0.02%
8,036
-370
637
$664K 0.02%
7,424
-84
638
$663K 0.02%
12,571
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639
$662K 0.02%
35,250
-45,182
640
$658K 0.02%
10,019
+1,445
641
$657K 0.02%
13,846
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642
$655K 0.02%
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-283
643
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3,586
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644
$653K 0.02%
21,135
+4,994
645
$651K 0.02%
12,998
-82,014
646
$651K 0.02%
9,545
+3,412
647
$647K 0.02%
2,747
+152
648
$646K 0.02%
19,127
+7,502
649
$641K 0.02%
6,596
-1,210
650
$641K 0.02%
12,406
-1,917
24 25
26
27 28