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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$538K 0.02%
1,259
-13
702
$538K 0.02%
1,622
-17
703
$535K 0.02%
7,948
-2,919
704
$532K 0.02%
982
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705
$532K 0.02%
4,388
+10
706
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31,055
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707
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11,890
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708
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5,103
-33
709
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8,176
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710
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4,305
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711
$522K 0.02%
45,000
712
$521K 0.02%
6,030
-457
713
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16,285
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714
$520K 0.02%
2,645
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715
$519K 0.02%
18,922
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716
$519K 0.02%
6,991
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717
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718
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719
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15,193
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720
$514K 0.02%
2,238
-47
721
$514K 0.02%
9,169
+104
722
$513K 0.02%
14,927
-371
723
$513K 0.02%
13,198
-43
724
$512K 0.02%
9,315
-13,327
725
$509K 0.02%
6,945
+510
27 28
29
30 31