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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$385K 0.01%
3,411
+154
877
$384K 0.01%
18,811
+1,313
878
$384K 0.01%
1,868
+197
879
$382K 0.01%
7,557
+1,784
880
$381K 0.01%
2,383
-254
881
$380K 0.01%
7,198
+1,156
882
$379K 0.01%
5,710
-228
883
$377K 0.01%
23,220
-229
884
$375K 0.01%
28,880
+3,130
885
$374K 0.01%
+3,984
886
$373K 0.01%
22,600
+4,259
887
$371K 0.01%
+747
888
$371K 0.01%
8,542
+3,088
889
$370K 0.01%
1,802
-18
890
$367K 0.01%
5,510
+119
891
$366K 0.01%
1,597
-120
892
$365K 0.01%
+7,929
893
$363K 0.01%
9,225
894
$363K 0.01%
10,824
+3,232
895
$362K 0.01%
2,915
-238
896
$361K 0.01%
2,463
-84
897
$360K 0.01%
8,497
-305
898
$360K 0.01%
7,863
-314
899
$360K 0.01%
+2,786
900
$358K 0.01%
7,275
-275
34 35
36
37 38