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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$587K 0.02%
4,908
+2,733
702
$586K 0.02%
20,218
703
$585K 0.02%
24,415
+14,736
704
$582K 0.02%
2,673
+167
705
$580K 0.02%
11,133
-107
706
$579K 0.02%
29,424
+3,720
707
$579K 0.02%
12,717
-552
708
$578K 0.02%
13,304
+296
709
$577K 0.02%
3,240
-561
710
$572K 0.02%
5,316
+583
711
$571K 0.02%
+3,236
712
$571K 0.02%
22,056
+42
713
$568K 0.02%
11,294
+2,784
714
$566K 0.02%
7,791
-712
715
$566K 0.02%
941
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716
$565K 0.02%
4,527
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717
$565K 0.02%
2,690
-95
718
$564K 0.02%
2,865
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719
$564K 0.02%
3,011
-22
720
$564K 0.02%
28,196
-1,581
721
$563K 0.02%
14,134
+202
722
$562K 0.02%
10,587
+312
723
$560K 0.02%
5,633
-2,466
724
$559K 0.02%
1,177
+19
725
$558K 0.02%
8,482
+518
27 28
29
30 31