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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$363K 0.01%
7,980
-1,181
877
$363K 0.01%
+8,885
878
$362K 0.01%
3,325
-478
879
$361K 0.01%
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$359K 0.01%
7,140
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881
$358K 0.01%
1,862
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882
$358K 0.01%
7,481
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883
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884
$354K 0.01%
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885
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886
$353K 0.01%
8,892
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887
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888
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8,264
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17,498
890
$352K 0.01%
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0
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1,210
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895
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251
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896
$346K 0.01%
10,291
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897
$346K 0.01%
5,379
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898
$346K 0.01%
5,503
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899
$343K 0.01%
2,323
-3
900
$343K 0.01%
3,055
-4,332
34 35
36
37 38