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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$421K 0.01%
4,475
-2,000
852
$421K 0.01%
1,116
+8
853
$419K 0.01%
3,194
-129
854
$419K 0.01%
17,938
-4,742
855
$419K 0.01%
8,887
-61
856
$418K 0.01%
2,527
+51
857
$418K 0.01%
15,283
+497
858
$418K 0.01%
1,638
+134
859
$417K 0.01%
8,440
-1,473
860
$416K 0.01%
+24,667
861
$416K 0.01%
5,319
+2,204
862
$415K 0.01%
16,484
863
$414K 0.01%
3,736
-285
864
$414K 0.01%
3,319
-6
865
$414K 0.01%
225
+19
866
$414K 0.01%
3,816
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867
$410K 0.01%
3,718
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868
$407K 0.01%
7,918
+143
869
$405K 0.01%
1,257
-40
870
$405K 0.01%
2,996
-193
871
$403K 0.01%
4,223
+23
872
$403K 0.01%
2,099
+590
873
$402K 0.01%
9,133
+393
874
$402K 0.01%
3,034
+140
875
$402K 0.01%
6,326
+89
33 34
35
36 37