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
51
$8.26M 0.41%
310,608
+30,838
52
$7.83M 0.39%
47,504
+3,551
53
$7.73M 0.39%
68,609
+6,698
54
$7.54M 0.38%
286,179
+477
55
$7.45M 0.37%
11,800
+1,438
56
$7.41M 0.37%
18,838
+604
57
$7.34M 0.37%
49,565
+1,300
58
$7.29M 0.37%
135,660
-570
59
$7.28M 0.37%
33,471
-2,813
60
$7.22M 0.36%
82,091
-2,458
61
$7.07M 0.35%
137,297
+2,310
62
$6.94M 0.35%
18,349
-2,032
63
$6.93M 0.35%
113,742
+4,631
64
$6.84M 0.34%
114,728
+31,396
65
$6.81M 0.34%
18,730
-1,270
66
$6.78M 0.34%
23,624
+3,856
67
$6.74M 0.34%
12,116
+1,476
68
$6.68M 0.33%
28,921
+14,748
69
$6.66M 0.33%
109,810
+51,539
70
$6.52M 0.33%
154,021
+6,365
71
$6.44M 0.32%
71,638
+2,024
72
$6.4M 0.32%
244,658
+9,313
73
$6.37M 0.32%
26,570
-2,652
74
$6.27M 0.31%
82,947
-6,446
75
$6.19M 0.31%
31,623
-491
1 2
3
4 5