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
876
$296K 0.01%
4,435
+1,278
877
$296K 0.01%
2,090
-2
878
$293K 0.01%
+14,801
879
$291K 0.01%
2,569
-165
880
$290K 0.01%
+4,439
881
$290K 0.01%
6,417
+849
882
$290K 0.01%
6,308
+74
883
$289K 0.01%
10,560
-2,224
884
$288K 0.01%
3,661
+351
885
$288K 0.01%
+20,880
886
$287K 0.01%
9,529
+1,267
887
$287K 0.01%
5,689
+759
888
$286K 0.01%
9,906
+1,043
889
$286K 0.01%
2,916
-185
890
$285K 0.01%
+6,663
891
$285K 0.01%
9,305
-70
892
$285K 0.01%
5,400
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893
$285K 0.01%
8,611
-92
894
$284K 0.01%
+26,509
895
$283K 0.01%
13,018
-372
896
$283K 0.01%
+1,167
897
$283K 0.01%
13,249
+2,543
898
$281K 0.01%
5,189
+204
899
$278K 0.01%
17,500
900
$278K 0.01%
21,441
+138
34 35
36
37 38