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
626
$706K 0.02%
3,065
-175
627
$705K 0.02%
9,363
-68
628
$704K 0.02%
35,404
+11,750
629
$701K 0.02%
13,270
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630
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19,396
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631
$701K 0.02%
15,076
+1,474
632
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5,597
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633
$696K 0.02%
29,728
-10
634
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21,560
635
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10,076
636
$682K 0.02%
6,040
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637
$682K 0.02%
65,257
-12,528
638
$681K 0.02%
13,846
639
$680K 0.02%
18,688
+2,884
640
$678K 0.02%
8,694
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641
$676K 0.02%
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12,471
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644
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5,143
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645
$669K 0.02%
1,454
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646
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7,547
647
$665K 0.02%
36,913
+5,285
648
$665K 0.02%
640
+109
649
$665K 0.02%
8,277
-289
650
$663K 0.02%
13,230
+4,176
24 25
26
27 28