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
$2.23B
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
651
$481K 0.02%
1,169
-51
652
$481K 0.02%
+19,054
653
$481K 0.02%
15,521
+352
654
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655
$480K 0.02%
6,659
-691
656
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+2,630
657
$479K 0.02%
6,286
-18,378
658
$473K 0.02%
+23,153
659
$471K 0.02%
1,917
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660
$468K 0.02%
7,250
-50
661
$468K 0.02%
23,847
+1,735
662
$468K 0.02%
5,173
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663
$467K 0.02%
12,335
-616
664
$466K 0.02%
3,918
+98
665
$466K 0.02%
+11,426
666
$463K 0.02%
31,436
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667
$462K 0.02%
7,608
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668
$461K 0.02%
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669
$458K 0.02%
1,930
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670
$456K 0.02%
2,461
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671
$456K 0.02%
9,170
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672
$453K 0.02%
36,759
+544
673
$452K 0.02%
+4,192
674
$449K 0.02%
7,510
+550
675
$448K 0.02%
14,239
-1,098
25 26
27
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