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
776
$365K 0.02%
7,570
777
$364K 0.02%
7,613
+335
778
$364K 0.02%
2,022
+237
779
$362K 0.02%
+5,396
780
$360K 0.02%
2,973
+447
781
$360K 0.02%
13,367
+328
782
$359K 0.02%
7,372
-175
783
$359K 0.02%
+2,900
784
$359K 0.02%
2,308
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785
$358K 0.02%
4,244
+1
786
$357K 0.02%
17,498
+1,393
787
$357K 0.02%
+5,889
788
$357K 0.02%
6,921
+1,825
789
$356K 0.02%
4,209
+1,742
790
$355K 0.02%
11,845
+903
791
$353K 0.02%
16,859
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792
$351K 0.02%
6,740
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793
$351K 0.02%
+4,764
794
$350K 0.02%
10,681
+2,678
795
$349K 0.02%
4,993
+462
796
$349K 0.02%
10,776
797
$349K 0.02%
+1,829
798
$348K 0.02%
6,080
+3,159
799
$348K 0.02%
+27,292
800
$348K 0.02%
6,133
+2,005
30 31
32
33 34