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
776
$484K 0.02%
1,993
+355
777
$483K 0.02%
3,335
+781
778
$483K 0.02%
40,601
+29,471
779
$481K 0.02%
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$481K 0.02%
10,590
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2,490
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782
$479K 0.02%
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783
$477K 0.01%
2,748
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784
$476K 0.01%
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785
$475K 0.01%
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786
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9,964
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787
$470K 0.01%
15,764
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$468K 0.01%
33,196
+4,124
789
$468K 0.01%
19,056
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790
$467K 0.01%
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791
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$466K 0.01%
39,214
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793
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4,803
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794
$463K 0.01%
6,402
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795
$462K 0.01%
4,079
-151
796
$461K 0.01%
22,027
-11,389
797
$460K 0.01%
6,304
-4
798
$458K 0.01%
+6,290
799
$457K 0.01%
6,896
-297
800
$456K 0.01%
1,130
+1
30 31
32
33 34