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
51
$12.4M 0.37%
184,789
-8,494
52
$12M 0.36%
39,418
-2,386
53
$11.9M 0.35%
68,280
+4,467
54
$11.9M 0.35%
53,769
-14,999
55
$11.8M 0.35%
168,341
-1,289
56
$11.7M 0.35%
22,091
-250
57
$11.6M 0.35%
455,231
+230,118
58
$11.4M 0.34%
69,434
+1,909
59
$11.1M 0.33%
65,168
+122
60
$10.9M 0.33%
221,021
+6,760
61
$10.9M 0.32%
206,036
+3,176
62
$10.9M 0.32%
44,729
-1,010
63
$10.8M 0.32%
70,641
+311
64
$10.6M 0.32%
72,086
+5,327
65
$10.6M 0.32%
173,456
+23,380
66
$10.5M 0.31%
50,781
+932
67
$10.4M 0.31%
17,767
+441
68
$10.2M 0.3%
30,636
-4,311
69
$9.77M 0.29%
42,029
-835
70
$9.7M 0.29%
24,803
-9,881
71
$9.64M 0.29%
89,595
-4,762
72
$9.61M 0.29%
148,228
+857
73
$9.58M 0.29%
184,041
-45,034
74
$9.57M 0.28%
166,341
+89,356
75
$9.48M 0.28%
196,192
+29,434
1 2
3
4 5