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
876
$333K 0.01%
+4,048
877
$332K 0.01%
3,359
-47
878
$328K 0.01%
3,563
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879
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7,180
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$327K 0.01%
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881
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882
$326K 0.01%
92
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883
$326K 0.01%
12,882
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+3,520
885
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886
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6,348
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$319K 0.01%
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890
$314K 0.01%
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-1,990
891
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892
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15,378
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894
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895
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3,153
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896
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897
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3,248
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$307K 0.01%
4,607
-1,363
899
$306K 0.01%
6,042
-230
900
$304K 0.01%
29,072
+129