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
901
$277K 0.01%
+12,750
902
$276K 0.01%
11,351
903
$275K 0.01%
+4,417
904
$275K 0.01%
6,982
+419
905
$275K 0.01%
5,130
-237
906
$274K 0.01%
8,579
+494
907
$274K 0.01%
+6,438
908
$273K 0.01%
10,475
+2,089
909
$273K 0.01%
5,784
+369
910
$273K 0.01%
+75,640
911
$272K 0.01%
+7,030
912
$272K 0.01%
2,516
-41
913
$271K 0.01%
9,697
-525
914
$271K 0.01%
4,457
+1,932
915
$268K 0.01%
2,746
-65
916
$268K 0.01%
2,399
+542
917
$268K 0.01%
+2,019
918
$267K 0.01%
7,709
+307
919
$267K 0.01%
12,547
+261
920
$267K 0.01%
+6,255
921
$267K 0.01%
2,834
+364
922
$266K 0.01%
23,200
-51,000
923
$265K 0.01%
6,432
-10,023
924
$264K 0.01%
+3,340
925
$263K 0.01%
4,768
+152
35 36
37
38 39