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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$267K 0.01%
5,760
-340
952
$267K 0.01%
6,275
+212
953
$267K 0.01%
2,959
954
$265K 0.01%
3,021
+530
955
$265K 0.01%
2,258
956
$265K 0.01%
+4,418
957
$265K 0.01%
2,666
-654
958
$265K 0.01%
6,325
-350
959
$264K 0.01%
1,932
-137
960
$264K 0.01%
9,758
-228
961
$264K 0.01%
12,182
-1,613
962
$264K 0.01%
5,723
-142
963
$263K 0.01%
+4,562
964
$263K 0.01%
16,184
-15,004
965
$263K 0.01%
+9,693
966
$262K 0.01%
3,359
+315
967
$261K 0.01%
5,315
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968
$261K 0.01%
+184
969
$261K 0.01%
14,201
-81
970
$261K 0.01%
+2,992
971
$260K 0.01%
4,193
-65
972
$259K 0.01%
7,592
-4,162
973
$259K 0.01%
475
+13
974
$259K 0.01%
+3,158
975
$259K 0.01%
+5,381
37 38
39
40 41