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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.38%
29,037
+580
52
$9.95M 0.38%
28,368
-11,780
53
$9.85M 0.37%
14,918
+263
54
$9.79M 0.37%
108,473
-5,956
55
$9.78M 0.37%
94,534
+37,464
56
$9.6M 0.37%
215,194
+1,047
57
$9.54M 0.36%
58,334
+1,088
58
$9.46M 0.36%
118,155
+3,042
59
$9.28M 0.35%
132,640
+1,719
60
$9.1M 0.35%
60,868
+1,668
61
$8.99M 0.34%
18,584
+351
62
$8.91M 0.34%
30,140
+403
63
$8.81M 0.34%
33,488
+13,317
64
$8.8M 0.34%
20,636
+527
65
$8.78M 0.33%
124,857
+5,288
66
$8.76M 0.33%
21,431
+6,664
67
$8.59M 0.33%
33,264
+648
68
$8.58M 0.33%
22,778
-100
69
– –
0
70
– –
0
71
$8.38M 0.32%
21,732
-30,244
72
$8.32M 0.32%
43,534
+3,250
73
$8.29M 0.32%
34,437
+19,623
74
$8.27M 0.31%
290,800
-220
75
$8.27M 0.31%
56,069
-1,632
1 2
3
4 5