SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
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
+$11.6M
2
+$6.28M
3
+$4.92M
4
SMCI icon
Super Micro Computer
SMCI
+$4.9M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$4.38M

Top Sells

1
+$10.3M
2
+$7.92M
3
+$5.31M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$3.94M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.64M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$410K 0.01%
3,449
-537
827
$408K 0.01%
9,929
-186
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6,866
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831
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4,827
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6,898
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838
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7,062
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839
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845
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1,046
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$391K 0.01%
13,351
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847
$391K 0.01%
29,254
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$391K 0.01%
5,597
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849
$390K 0.01%
3,210
+153
850
$389K 0.01%
5,347
-1,290
32 33
34
35 36