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
676
$332K 0.02%
2,058
+152
677
$332K 0.02%
4,312
-733
678
$331K 0.02%
5,411
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714
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$329K 0.02%
9,685
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$327K 0.02%
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$325K 0.02%
4,010
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683
$324K 0.02%
5,688
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$323K 0.02%
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685
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738
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687
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5,054
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689
$316K 0.02%
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$315K 0.02%
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696
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13,924
697
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2,274
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22,448
-5,062
699
$305K 0.02%
4,818
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$300K 0.02%
9,500
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