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
701
$299K 0.02%
13,660
-136
702
$299K 0.02%
4,207
-790
703
$298K 0.02%
1,162
+29
704
$297K 0.01%
4,033
-171
705
$297K 0.01%
1,971
+165
706
$296K 0.01%
4,385
+1,316
707
$295K 0.01%
2,158
+68
708
$295K 0.01%
5,796
+492
709
$294K 0.01%
5,077
+1,111
710
$293K 0.01%
+1,158
711
$293K 0.01%
+9,276
712
$291K 0.01%
8,345
+907
713
$291K 0.01%
8,003
+1,123
714
$290K 0.01%
4,786
715
$289K 0.01%
5,927
+633
716
$289K 0.01%
3,889
+213
717
$288K 0.01%
3,695
+453
718
$288K 0.01%
2,456
+114
719
$287K 0.01%
4,575
-272
720
$287K 0.01%
+5,273
721
$287K 0.01%
826
+128
722
$286K 0.01%
+3,526
723
$286K 0.01%
5,830
+100
724
$285K 0.01%
1,491
-128
725
$285K 0.01%
+5,743
27 28
29
30 31