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
701
$573K 0.02%
2,115
-219
702
$573K 0.02%
+4,159
703
$568K 0.02%
+26,191
704
$568K 0.02%
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-49
705
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706
$566K 0.02%
32,256
-365
707
$564K 0.02%
1,075
-198
708
$563K 0.02%
14,056
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709
$563K 0.02%
27,170
-398
710
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+14,343
711
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15,735
-6,583
712
$560K 0.02%
11,191
-786
713
$557K 0.02%
3,127
-47
714
$557K 0.02%
6,921
-95
715
$556K 0.02%
4,298
+209
716
$556K 0.02%
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717
$555K 0.02%
3,711
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718
$555K 0.02%
4,566
-31
719
$551K 0.02%
4,703
-527
720
$551K 0.02%
+11,504
721
$551K 0.02%
20,218
722
$550K 0.02%
4,120
+700
723
$550K 0.02%
3,915
-92
724
$549K 0.02%
7,187
+2,466
725
$549K 0.02%
3,773
+425
27 28
29
30 31