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
726
$548K 0.02%
29,736
-1,886
727
$548K 0.02%
8,039
+618
728
$546K 0.02%
14,446
-7
729
$546K 0.02%
33,335
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730
$543K 0.02%
8,322
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731
$537K 0.02%
528
+236
732
$537K 0.02%
2,785
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733
$537K 0.02%
1,784
-41
734
$536K 0.02%
873
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735
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6,518
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736
$535K 0.02%
+4,757
737
$535K 0.02%
7,021
-111
738
$534K 0.02%
24,288
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739
$533K 0.02%
8,939
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740
$531K 0.02%
5,257
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741
$529K 0.02%
37,511
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742
$525K 0.02%
11,633
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743
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8,898
-264
744
$522K 0.02%
10,389
-3,675
745
$522K 0.02%
14,248
-289
746
$521K 0.02%
16,164
-376
747
$518K 0.02%
1,927
-999
748
$516K 0.02%
6,162
-81
749
$516K 0.02%
14,817
-18
750
$515K 0.02%
10,285
+267
28 29
30
31 32