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
$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
726
$406K 0.02%
5,955
+1,145
727
$405K 0.02%
+4,159
728
$404K 0.02%
+3,933
729
$403K 0.02%
4,320
-188
730
$403K 0.02%
17,637
-275
731
$402K 0.02%
4,302
+1,784
732
$402K 0.02%
+16,110
733
$402K 0.02%
+8,835
734
$400K 0.02%
8,773
-4,999
735
$400K 0.02%
1,906
+96
736
$398K 0.02%
+18,575
737
$398K 0.02%
5,685
-235
738
$396K 0.02%
5,561
-1,184
739
$395K 0.02%
+5,531
740
$393K 0.02%
+1,944
741
$391K 0.02%
+3,020
742
$391K 0.02%
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743
$390K 0.02%
+2,112
744
$389K 0.02%
6,800
-559
745
$389K 0.02%
9,510
-230
746
$389K 0.02%
31,629
-500
747
$389K 0.02%
1,282
+282
748
$389K 0.02%
+3,841
749
$388K 0.02%
+18,146
750
$388K 0.02%
4,865
+76
28 29
30
31 32