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
751
$514K 0.02%
4,146
+1,888
752
$512K 0.02%
1,046
+7
753
$512K 0.02%
4,961
-70,871
754
$512K 0.02%
6,661
+65
755
$511K 0.02%
14,231
-4,810
756
$510K 0.02%
3,628
-183
757
$509K 0.02%
26,513
+1,111
758
$509K 0.02%
33,141
-4,214
759
$502K 0.02%
3,259
+969
760
$502K 0.02%
13,765
-4,270
761
$502K 0.02%
32,519
+937
762
$501K 0.02%
12,980
+639
763
$499K 0.02%
12,627
+2,651
764
$498K 0.02%
22,726
+5,249
765
$498K 0.02%
5,803
-466
766
$498K 0.02%
6,234
-53
767
$495K 0.02%
7,465
-261
768
$495K 0.02%
30,314
-3,251
769
$495K 0.02%
6,524
-222
770
$494K 0.02%
12,075
+479
771
$490K 0.02%
7,335
-112
772
$489K 0.02%
1,876
+403
773
$489K 0.02%
1,407
-66
774
$487K 0.02%
7,495
-42
775
$487K 0.02%
3,680
-145
29 30
31
32 33