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
826
$430K 0.01%
1,901
+546
827
$430K 0.01%
22,922
828
$428K 0.01%
18,047
-635
829
$425K 0.01%
1,436
-256
830
$425K 0.01%
18,320
+646
831
$425K 0.01%
8,945
+2,670
832
$424K 0.01%
3,789
-332
833
$424K 0.01%
4,155
-220
834
$422K 0.01%
1,649
-43
835
$419K 0.01%
2,853
+83
836
$419K 0.01%
11,157
+4,002
837
$419K 0.01%
9,737
+870
838
$419K 0.01%
6,427
+530
839
$416K 0.01%
3,192
-175
840
$415K 0.01%
9,636
-94,518
841
$414K 0.01%
18,197
+8,045
842
$413K 0.01%
+3,958
843
$412K 0.01%
1,226
-2,050
844
$411K 0.01%
2,685
+314
845
$410K 0.01%
6,362
-293
846
$409K 0.01%
7,060
847
$408K 0.01%
13,062
-599
848
$408K 0.01%
8,122
-384
849
$408K 0.01%
1,037
-165
850
$407K 0.01%
2,900
+1,275
32 33
34
35 36