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
$3.22B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1 +$7.26M
2 +$4.1M
3 +$3.98M
4
NCDL icon
Nuveen Churchill Direct Lending
NCDL
+$3.64M
5
TSLA icon
Tesla
TSLA
+$3.57M

Top Sells

1 +$13M
2 +$12.4M
3 +$8.1M
4
AAPL icon
Apple
AAPL
+$7.97M
5
NFLX icon
Netflix
NFLX
+$6.04M

Sector Composition

1 Technology 21.27%
2 Financials 8.89%
3 Consumer Discretionary 7.86%
4 Healthcare 5.66%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$343K 0.01%
2,439
+113
927
$341K 0.01%
+2,694
928
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8,990
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929
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$341K 0.01%
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$340K 0.01%
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932
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938
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939
$333K 0.01%
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940
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943
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3,587
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$325K 0.01%
4,255
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$325K 0.01%
2,290
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949
$325K 0.01%
34,508
-452
950
$325K 0.01%
10,701
+548