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
$3.13B
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.26M
3
+$7.24M
4
ALL icon
Allstate
ALL
+$5.44M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

1
+$6.69M
2
+$5.87M
3
+$5.27M
4
PHM icon
Pultegroup
PHM
+$4.86M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.85M

Sector Composition

1 Technology 19.49%
2 Financials 9.53%
3 Consumer Discretionary 6.92%
4 Healthcare 6.31%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$400K 0.01%
4,865
+313
852
$400K 0.01%
2,407
-66
853
$398K 0.01%
4,657
+760
854
$396K 0.01%
2,149
+12
855
$396K 0.01%
2,244
-65
856
$396K 0.01%
4,223
857
$394K 0.01%
+10,121
858
$394K 0.01%
5,405
-70
859
$393K 0.01%
7,662
+852
860
$393K 0.01%
+4,842
861
$392K 0.01%
2,641
+283
862
$392K 0.01%
4,747
+999
863
$392K 0.01%
4,349
-73
864
$388K 0.01%
7,716
-4,067
865
$388K 0.01%
5,618
-136
866
$386K 0.01%
6,457
-51
867
$386K 0.01%
4,779
-50
868
$386K 0.01%
7,409
+2,683
869
$384K 0.01%
19,614
-1,561
870
$384K 0.01%
1,705
+456
871
$384K 0.01%
+15,233
872
$384K 0.01%
3,571
-1,694
873
$384K 0.01%
1,139
-28
874
$381K 0.01%
7,866
-416
875
$376K 0.01%
4,839
-46
33 34
35
36 37