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
951
$247K 0.01%
+5,384
952
$246K 0.01%
3,295
-30
953
$246K 0.01%
9,280
954
$244K 0.01%
+1,728
955
$244K 0.01%
2,594
+359
956
$244K 0.01%
8,726
-168
957
$243K 0.01%
3,476
-372
958
$243K 0.01%
+2,406
959
$243K 0.01%
+1,148
960
$242K 0.01%
2,199
+313
961
$241K 0.01%
7,073
-2
962
$241K 0.01%
9,416
+592
963
$241K 0.01%
+1,614
964
$240K 0.01%
10,444
-484
965
$239K 0.01%
5,594
+637
966
$239K 0.01%
10,426
+1,355
967
$238K 0.01%
997
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968
$238K 0.01%
2,277
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969
$238K 0.01%
2,841
+1,228
970
$238K 0.01%
51,325
971
$237K 0.01%
+5,534
972
$237K 0.01%
14,074
+1,517
973
$237K 0.01%
615
-269
974
$237K 0.01%
+6,733
975
$236K 0.01%
2,839
-1
37 38
39
40 41