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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$509K 0.02%
5,833
-566
727
$508K 0.02%
10,036
+1,252
728
$508K 0.02%
1,528
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729
$506K 0.02%
3,514
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730
$506K 0.02%
17,203
+552
731
$505K 0.02%
9,880
+327
732
$500K 0.02%
1,337
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733
$500K 0.02%
1,646
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734
$499K 0.02%
2,299
-15
735
$499K 0.02%
636
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736
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2,686
-48
737
$496K 0.02%
6,206
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738
$496K 0.02%
5,601
-1,557
739
$495K 0.02%
23,415
-2,266
740
$495K 0.02%
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741
$495K 0.02%
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742
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3,984
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743
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744
$492K 0.02%
2,383
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745
$490K 0.02%
5,651
-40
746
$488K 0.02%
2,164
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747
$488K 0.02%
39,733
+1,709
748
$487K 0.02%
7,219
+947
749
$485K 0.02%
+12,122
750
$484K 0.02%
15,482
+18
28 29
30
31 32