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
651
$354K 0.02%
1,624
+12
652
$354K 0.02%
2,520
+255
653
$353K 0.02%
1,675
+248
654
$350K 0.02%
+543
655
$350K 0.02%
17,846
+2,050
656
$348K 0.02%
954
-2,434
657
$346K 0.02%
88,694
+3,658
658
$346K 0.02%
3,987
-140
659
$345K 0.02%
1,457
+43
660
$345K 0.02%
6,915
-676
661
$343K 0.02%
4,108
+1,156
662
$343K 0.02%
4,984
+30
663
$342K 0.02%
3,321
+1,178
664
$342K 0.02%
1,824
+158
665
$341K 0.02%
1,959
+170
666
$341K 0.02%
+5,750
667
$340K 0.02%
+4,489
668
$340K 0.02%
7,130
+315
669
$339K 0.02%
1,682
+533
670
$339K 0.02%
4,677
+1,082
671
$338K 0.02%
19,721
+8,657
672
$337K 0.02%
15,493
673
$336K 0.02%
10,161
+1,078
674
$336K 0.02%
+29,029
675
$333K 0.02%
629
+39
25 26
27
28 29