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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$352K 0.01%
2,547
+317
852
$352K 0.01%
8,616
-3,398
853
$352K 0.01%
+1,287
854
$350K 0.01%
1,469
-171
855
$350K 0.01%
8,444
+878
856
$349K 0.01%
23,501
+2,596
857
$349K 0.01%
4,552
-500
858
$348K 0.01%
3,299
-97
859
$347K 0.01%
4,330
+375
860
$344K 0.01%
1,671
-33
861
$344K 0.01%
5,130
+644
862
$343K 0.01%
8,695
-1,000
863
$343K 0.01%
8,867
-1,478
864
$340K 0.01%
12,043
+1,723
865
$340K 0.01%
4,721
866
$339K 0.01%
3,436
-569
867
$338K 0.01%
2,371
+803
868
$338K 0.01%
3,856
+15
869
$338K 0.01%
1,355
-339
870
$338K 0.01%
3,100
+309
871
$337K 0.01%
9,225
-1,320
872
$337K 0.01%
2,801
+338
873
$336K 0.01%
1,638
+42
874
$336K 0.01%
+3,955
875
$335K 0.01%
2,290
-83
33 34
35
36 37