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
926
$331K 0.01%
15,476
+3,023
927
$331K 0.01%
38,481
+5,029
928
$330K 0.01%
6,538
-161
929
$330K 0.01%
2,065
-734
930
$329K 0.01%
1,610
+203
931
$327K 0.01%
5,788
-560
932
$326K 0.01%
+11,684
933
$326K 0.01%
5,593
-532
934
$325K 0.01%
7,682
+9
935
$324K 0.01%
7,313
936
$323K 0.01%
7,077
+1,317
937
$319K 0.01%
3,109
+254
938
$315K 0.01%
4,170
-437
939
$315K 0.01%
256
+4
940
$314K 0.01%
5,451
+1,487
941
$313K 0.01%
2,356
-4,848
942
$312K 0.01%
191
+7
943
$312K 0.01%
2,724
-13,240
944
$312K 0.01%
+6,628
945
$312K 0.01%
6,821
-2,882
946
$310K 0.01%
2,098
+280
947
$309K 0.01%
3,076
+3
948
$309K 0.01%
16,956
+2,753
949
$308K 0.01%
1,628
+291
950
$307K 0.01%
1,018
-269
36 37
38
39 40