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
651
$599K 0.02%
13,313
+459
652
$598K 0.02%
35,692
+1,473
653
$595K 0.02%
11,545
-1,365
654
$592K 0.02%
7,284
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655
$591K 0.02%
6,218
656
$590K 0.02%
15,406
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657
$590K 0.02%
21,200
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658
$587K 0.02%
9,202
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659
$586K 0.02%
26,265
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660
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17,181
-114
661
$579K 0.02%
2,578
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662
$579K 0.02%
+18,228
663
$578K 0.02%
7,784
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664
$577K 0.02%
2,364
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665
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4,209
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$576K 0.02%
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667
$574K 0.02%
12,970
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668
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18,114
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669
$573K 0.02%
12,164
-294
670
$572K 0.02%
16,271
-489
671
$572K 0.02%
6,604
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672
$571K 0.02%
+12,043
673
$569K 0.02%
2,976
+386
674
$569K 0.02%
8,506
+5,183
675
$567K 0.02%
16,526
-2,544
25 26
27
28 29