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
801
$455K 0.01%
23,576
+1,067
802
$454K 0.01%
6,317
-104
803
$453K 0.01%
4,859
-169
804
$452K 0.01%
12,543
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805
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2,683
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806
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12,046
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$449K 0.01%
9,177
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$449K 0.01%
22,381
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809
$449K 0.01%
1,045
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810
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811
$445K 0.01%
28,172
-273,426
812
$445K 0.01%
12,410
-315
813
$443K 0.01%
12,012
+382
814
$443K 0.01%
8,815
-102
815
$442K 0.01%
8,713
-3,574
816
$442K 0.01%
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817
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2,430
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818
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4,066
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819
$439K 0.01%
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820
$439K 0.01%
+4,273
821
$439K 0.01%
9,669
+624
822
$438K 0.01%
+23,135
823
$438K 0.01%
8,900
+125
824
$433K 0.01%
16,136
-1,327
825
$432K 0.01%
2,811
+862
31 32
33
34 35