SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
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
851
$306K 0.01%
2,199
+83
852
$306K 0.01%
4,962
-116
853
$305K 0.01%
+2,559
854
$304K 0.01%
+8,781
855
$303K 0.01%
5,617
-3
856
$303K 0.01%
2,583
-474
857
$303K 0.01%
+14,764
858
$303K 0.01%
8,666
+1,752
859
$303K 0.01%
2,334
-35
860
$301K 0.01%
+3,160
861
$301K 0.01%
+4,734
862
$300K 0.01%
+5,502
863
$300K 0.01%
9,355
+2,142
864
$300K 0.01%
2,854
865
$300K 0.01%
+17,021
866
$299K 0.01%
18,866
+8,895
867
$299K 0.01%
6,805
868
$299K 0.01%
5,271
-159
869
$298K 0.01%
1,669
+25
870
$298K 0.01%
+1,448
871
$298K 0.01%
5,138
+1,323
872
$298K 0.01%
3,776
+774
873
$298K 0.01%
+5,203
874
$298K 0.01%
1,938
+32
875
$296K 0.01%
633
+25
33 34
35
36 37