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
826
$323K 0.01%
4,136
+228
827
$322K 0.01%
4,048
-770
828
$322K 0.01%
+4,410
829
$322K 0.01%
+9,619
830
$320K 0.01%
20,346
831
$320K 0.01%
72,573
-4,096
832
$320K 0.01%
+4,704
833
$320K 0.01%
3,944
+1,064
834
$319K 0.01%
+27,087
835
$317K 0.01%
12,329
+309
836
$317K 0.01%
15,299
+1,375
837
$316K 0.01%
+5,067
838
$316K 0.01%
1,591
+526
839
$313K 0.01%
+9,381
840
$313K 0.01%
24,375
+866
841
$312K 0.01%
6,376
+33
842
$312K 0.01%
23,844
+2,566
843
$309K 0.01%
2,925
+102
844
$309K 0.01%
4,992
+150
845
$308K 0.01%
+7,094
846
$308K 0.01%
5,985
-792
847
$308K 0.01%
1,605
-23
848
$307K 0.01%
+1,184
849
$307K 0.01%
+2,707
850
$306K 0.01%
+22,843
32 33
34
35 36