SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.26M
3
+$7.24M
4
ALL icon
Allstate
ALL
+$5.44M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

1
+$6.69M
2
+$5.87M
3
+$5.27M
4
PHM icon
Pultegroup
PHM
+$4.86M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.85M

Sector Composition

1 Technology 19.49%
2 Financials 9.53%
3 Consumer Discretionary 6.92%
4 Healthcare 6.31%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$336K 0.01%
16,897
-9,495
927
$335K 0.01%
4,385
-245
928
$335K 0.01%
5,110
929
$335K 0.01%
+2,154
930
$334K 0.01%
6,747
+38
931
$333K 0.01%
2,674
-59
932
$332K 0.01%
1,889
-34
933
$329K 0.01%
2,081
+755
934
$329K 0.01%
2,242
+73
935
$329K 0.01%
14,196
+723
936
$328K 0.01%
+14,851
937
$327K 0.01%
331
-357
938
$327K 0.01%
6,836
-867
939
$326K 0.01%
4,975
-3,204
940
$325K 0.01%
5,942
-2,106
941
$325K 0.01%
20,049
-3,262
942
$324K 0.01%
7,006
-107
943
$324K 0.01%
7,634
+841
944
$323K 0.01%
6,847
-27
945
$323K 0.01%
15,099
-1,246
946
$322K 0.01%
7,362
-123
947
$321K 0.01%
25,861
-1,792
948
$321K 0.01%
173
-68
949
$320K 0.01%
2,589
+150
950
$320K 0.01%
2,063
+468
36 37
38
39 40