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
926
$326K 0.01%
9,485
+285
927
$325K 0.01%
3,656
-152
928
$325K 0.01%
+9,345
929
$323K 0.01%
2,379
-155
930
$322K 0.01%
15,663
+364
931
$322K 0.01%
23,893
+2,404
932
$320K 0.01%
6,605
-500
933
$320K 0.01%
3,336
+48
934
$319K 0.01%
1,947
-4,956
935
$319K 0.01%
2,346
+88
936
$319K 0.01%
10,430
937
$317K 0.01%
13,483
-2,155
938
$315K 0.01%
8,045
-4,519
939
$315K 0.01%
1,094
-8
940
$314K 0.01%
399
-40
941
$314K 0.01%
+3,080
942
$312K 0.01%
5,221
+13
943
$312K 0.01%
18,408
-604
944
$312K 0.01%
4,675
-91
945
$311K 0.01%
5,983
+34
946
$310K 0.01%
2,202
+105
947
$310K 0.01%
1,723
-17,755
948
$308K 0.01%
7,105
-454
949
$307K 0.01%
7,557
-1,209
950
$305K 0.01%
2,765
+307
36 37
38
39 40