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
801
$347K 0.02%
22,635
-2,094
802
$347K 0.02%
2,564
+149
803
$346K 0.02%
+7,763
804
$346K 0.02%
18,597
-165
805
$345K 0.02%
+4,079
806
$344K 0.02%
2,036
+61
807
$343K 0.02%
14,548
-5,876
808
$342K 0.02%
+16,439
809
$341K 0.02%
7,379
810
$339K 0.02%
5,224
+347
811
$338K 0.02%
+3,467
812
$336K 0.02%
1,736
-17
813
$335K 0.02%
29,600
-350
814
$335K 0.02%
9,756
-2,105
815
$334K 0.02%
1,044
-190
816
$333K 0.02%
+3,735
817
$331K 0.01%
+4,400
818
$331K 0.01%
+7,299
819
$330K 0.01%
12,748
+590
820
$329K 0.01%
3,680
+137
821
$328K 0.01%
3,693
-1,189
822
$328K 0.01%
2,086
+122
823
$327K 0.01%
3,232
+802
824
$327K 0.01%
+4,725
825
$326K 0.01%
+9,235
31 32
33
34 35