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
676
$606K 0.02%
14,016
+967
677
$601K 0.02%
10,524
+3,344
678
$601K 0.02%
27,951
679
$599K 0.02%
13,899
-2,239
680
$599K 0.02%
72,285
+17,667
681
$599K 0.02%
16,220
-1,635
682
$597K 0.02%
723
+111
683
$595K 0.02%
11,515
-1,074
684
$594K 0.02%
14,632
685
$592K 0.02%
21,210
+265
686
$591K 0.02%
25,992
+2,164
687
$590K 0.02%
3,774
+386
688
$590K 0.02%
24,993
689
$589K 0.02%
16,904
+1,833
690
$586K 0.02%
3,250
-181
691
$586K 0.02%
49,765
-833
692
$586K 0.02%
11,215
-206
693
$586K 0.02%
913
-20
694
$585K 0.02%
7,757
-324
695
$583K 0.02%
+7,093
696
$581K 0.02%
6,475
+847
697
$581K 0.02%
27,373
-36
698
$579K 0.02%
6,651
+2,099
699
$576K 0.02%
17,944
-207
700
$575K 0.02%
2,919
-59
26 27
28
29 30