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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$432K 0.02%
21,861
+3,361
802
$431K 0.02%
4,133
-3,078
803
$430K 0.02%
2,705
-486
804
$429K 0.02%
20,638
+2,317
805
$428K 0.02%
22,509
+3,484
806
$426K 0.02%
1,762
+36
807
$425K 0.02%
28,571
-21,636
808
$424K 0.02%
2,205
-36
809
$424K 0.02%
+17,936
810
$423K 0.02%
2,524
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811
$421K 0.02%
5,776
-571
812
$421K 0.02%
31,653
+12
813
$419K 0.02%
9,831
+624
814
$419K 0.02%
3,690
+830
815
$419K 0.02%
26,203
-1,856
816
$418K 0.02%
15,812
-208
817
$417K 0.01%
4,243
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818
$415K 0.01%
6,169
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819
$415K 0.01%
13,367
+349
820
$415K 0.01%
3,420
-1,167
821
$415K 0.01%
6,073
822
$412K 0.01%
+4,517
823
$412K 0.01%
4,920
-382
824
$411K 0.01%
29,652
825
$411K 0.01%
15,640
-323
31 32
33
34 35