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
726
$284K 0.01%
2,244
-1,103
727
$283K 0.01%
3,522
+246
728
$283K 0.01%
4,432
-41,906
729
$283K 0.01%
5,197
+431
730
$283K 0.01%
+2,007
731
$281K 0.01%
+3,508
732
$280K 0.01%
+11,552
733
$280K 0.01%
5,460
+864
734
$280K 0.01%
+2,874
735
$279K 0.01%
1,600
+311
736
$279K 0.01%
10,432
-61
737
$277K 0.01%
4,745
-63
738
$276K 0.01%
12,349
+128
739
$275K 0.01%
+8,298
740
$274K 0.01%
+5,562
741
$271K 0.01%
+3,611
742
$270K 0.01%
550
-5
743
$270K 0.01%
3,056
+409
744
$270K 0.01%
1,855
+103
745
$269K 0.01%
4,546
+100
746
$268K 0.01%
+2,027
747
$267K 0.01%
2,780
+214
748
$267K 0.01%
7,000
749
$267K 0.01%
13,900
750
$266K 0.01%
+2,148
28 29
30
31 32