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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$640K 0.02%
6,302
+2,739
652
$640K 0.02%
15,088
+3,549
653
$640K 0.02%
7,326
-80
654
$639K 0.02%
19,376
+6,205
655
$635K 0.02%
1,215
+107
656
$634K 0.02%
1,439
-771
657
$634K 0.02%
2,295
-222
658
$634K 0.02%
12,761
-552
659
$629K 0.02%
3,278
-55
660
$629K 0.02%
20,210
+8,400
661
$628K 0.02%
28,459
-13
662
$626K 0.02%
14,165
-477
663
$622K 0.02%
6,655
+15
664
$622K 0.02%
9,046
-343
665
$620K 0.02%
171
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666
$616K 0.02%
+15,294
667
$616K 0.02%
4,673
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668
$615K 0.02%
7,546
669
$615K 0.02%
27,631
-298
670
$613K 0.02%
31,059
+4,964
671
$613K 0.02%
6,458
+2,605
672
$612K 0.02%
6,424
-62
673
$609K 0.02%
11,628
+1,404
674
$608K 0.02%
+5,520
675
$607K 0.02%
8,719
-3,540
25 26
27
28 29