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
676
$447K 0.02%
+2,750
677
$447K 0.02%
5,451
+1,199
678
$446K 0.02%
+18,713
679
$445K 0.02%
+10,169
680
$445K 0.02%
+37,779
681
$442K 0.02%
4,133
+514
682
$439K 0.02%
72,450
-1,171
683
$439K 0.02%
2,514
+723
684
$438K 0.02%
+21,057
685
$437K 0.02%
10,470
+1,152
686
$435K 0.02%
6,205
+1,206
687
$433K 0.02%
+3,563
688
$432K 0.02%
7,246
-613
689
$431K 0.02%
2,505
+1,370
690
$430K 0.02%
7,659
-1,943
691
$429K 0.02%
16,215
+1,228
692
$429K 0.02%
12,786
-10,182
693
$425K 0.02%
4,689
+986
694
$425K 0.02%
23,000
-10,100
695
$425K 0.02%
2,424
+134
696
$425K 0.02%
1,720
+11
697
$424K 0.02%
5,766
+443
698
$424K 0.02%
18,238
-208
699
$422K 0.02%
21,900
700
$422K 0.02%
643
+140
26 27
28
29 30