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
$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
51
$8.28M 0.37%
23,883
+2,383
52
$8.18M 0.37%
138,927
-53
53
$8M 0.36%
103,317
+21,830
54
$7.89M 0.35%
44,155
-50
55
$7.84M 0.35%
169,127
-38,580
56
$7.59M 0.34%
79,008
+6,163
57
$7.57M 0.34%
23,350
+4,938
58
$7.55M 0.34%
32,389
+12,380
59
$7.54M 0.34%
68,304
-4,930
60
$7.54M 0.34%
76,377
-5,534
61
$7.43M 0.33%
125,126
+2,008
62
$7.41M 0.33%
112,001
-10,484
63
$7.41M 0.33%
22,707
+19,416
64
$7.4M 0.33%
309,505
+3,283
65
$7.32M 0.33%
68,315
-288
66
$7.3M 0.33%
55,708
-3,488
67
$7.25M 0.33%
207,792
-15,199
68
$7.21M 0.32%
148,002
-13,115
69
$7.17M 0.32%
49,507
-2,853
70
$7.09M 0.32%
22,477
+9,455
71
$7.03M 0.32%
240,192
-14,428
72
$6.91M 0.31%
122,180
+5,655
73
$6.8M 0.31%
235,739
+11,590
74
$6.75M 0.3%
149,145
-115
75
$6.71M 0.3%
12,345
+305
1 2
3
4 5