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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$564K 0.02%
11,317
-1,900
652
$563K 0.02%
20,945
-4,761
653
$561K 0.02%
8,406
-121
654
$560K 0.02%
14,632
+3,930
655
$557K 0.02%
28,254
656
$556K 0.02%
24,993
-3,312
657
$554K 0.02%
3,841
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658
$553K 0.02%
2,392
-333
659
$552K 0.02%
2,334
+218
660
$548K 0.02%
9,162
-288
661
$548K 0.02%
2,569
-100
662
$546K 0.02%
933
+6
663
$544K 0.02%
5,230
-286
664
$543K 0.02%
1,108
+518
665
$541K 0.02%
5,897
-819
666
$539K 0.02%
3,388
+1,514
667
$538K 0.02%
6,243
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668
$538K 0.02%
16,141
-3,962
669
$537K 0.02%
2,775
+24
670
$537K 0.02%
14,475
-562
671
$536K 0.02%
1,956
-605
672
$534K 0.02%
23,476
-41
673
$534K 0.02%
1,153
+92
674
$533K 0.02%
4,098
-83
675
$530K 0.02%
16,540
+1,853
25 26
27
28 29