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
51
$11.7M 0.36%
325,924
-150,806
52
$11.5M 0.36%
45,782
+365
53
– –
0
54
$11.4M 0.36%
23,675
+3,039
55
$11.4M 0.36%
123,329
+19,696
56
$11.4M 0.36%
59,572
+1,779
57
$11.1M 0.35%
35,373
+936
58
$11M 0.34%
151,377
-1,568
59
– –
0
60
$10.8M 0.34%
68,765
+21,192
61
$10.8M 0.34%
34,535
+1,271
62
$10.8M 0.34%
35,826
+2,338
63
$10.7M 0.33%
80,016
+169
64
$10.7M 0.33%
166,203
-125,739
65
$10.6M 0.33%
30,716
+2,348
66
$10.6M 0.33%
58,972
+2,903
67
$10.4M 0.33%
21,715
+5,871
68
$10.4M 0.33%
63,928
+3,060
69
$10.1M 0.32%
202,171
-9,304
70
– –
0
71
$10.1M 0.32%
6,691
-295
72
$9.87M 0.31%
235,150
+50,646
73
$9.83M 0.31%
220,590
+51,628
74
$9.8M 0.31%
47,638
+4,104
75
$9.8M 0.31%
121,171
-11,469
1 2
3
4 5