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
926
$262K 0.01%
2,165
+45
927
$261K 0.01%
1,613
+146
928
$258K 0.01%
1,678
+250
929
$258K 0.01%
9,693
+667
930
$258K 0.01%
6,923
-2,665
931
$256K 0.01%
13,468
-2,967
932
$256K 0.01%
+11,879
933
$255K 0.01%
2,923
+169
934
$255K 0.01%
33,555
+1,527
935
$255K 0.01%
2,312
-51
936
$255K 0.01%
8,999
-131
937
$254K 0.01%
2,852
-1,838
938
$254K 0.01%
+3,077
939
$252K 0.01%
1,389
-289
940
$252K 0.01%
5,052
+2
941
$252K 0.01%
11,923
+1,863
942
$251K 0.01%
2,293
+269
943
$251K 0.01%
45,000
944
$251K 0.01%
34,682
-538
945
$249K 0.01%
14,125
-1,361
946
$249K 0.01%
+1,146
947
$249K 0.01%
849
+129
948
$248K 0.01%
503
-117
949
$248K 0.01%
5,319
-22
950
$248K 0.01%
1,805
-1,035
36 37
38
39 40