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
751
$387K 0.02%
+5,830
752
$386K 0.02%
221
+134
753
$386K 0.02%
6,302
+301
754
$385K 0.02%
+7,378
755
$385K 0.02%
4,297
+324
756
$384K 0.02%
+6,982
757
$384K 0.02%
8,171
-188
758
$384K 0.02%
3,140
+119
759
$383K 0.02%
3,423
+366
760
$382K 0.02%
2,159
-14
761
$381K 0.02%
+12,814
762
$381K 0.02%
156,353
-10,179
763
$380K 0.02%
6,102
+1,872
764
$377K 0.02%
1,389
-183
765
$376K 0.02%
14,885
766
$375K 0.02%
11,921
-1,195
767
$373K 0.02%
3,184
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768
$373K 0.02%
17,631
-3,735
769
$371K 0.02%
+17,898
770
$371K 0.02%
1,887
+171
771
$368K 0.02%
8,055
+1,428
772
$367K 0.02%
13,742
+830
773
$366K 0.02%
3,012
-258
774
$365K 0.02%
2,520
+792
775
$365K 0.02%
1,706
-717
29 30
31
32 33