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
701
$422K 0.02%
4,333
-124
702
$421K 0.02%
2,731
+665
703
$421K 0.02%
11,852
+611
704
$421K 0.02%
8,153
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705
$421K 0.02%
21,569
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706
$420K 0.02%
21,667
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707
$420K 0.02%
1,017
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708
$420K 0.02%
92,321
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709
$419K 0.02%
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710
$418K 0.02%
13,585
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711
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7,198
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712
$417K 0.02%
3,220
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713
$416K 0.02%
2,890
+1,534
714
$415K 0.02%
24,486
-2,334
715
$414K 0.02%
5,060
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716
$413K 0.02%
18,205
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717
$412K 0.02%
6,039
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718
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4,344
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719
$409K 0.02%
2,967
+135
720
$409K 0.02%
+1,462
721
$408K 0.02%
12,239
-2,451
722
$407K 0.02%
2,715
+546
723
$407K 0.02%
5,134
+2,816
724
$407K 0.02%
489
-161
725
$406K 0.02%
5,299
-26
27 28
29
30 31