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
951
$307K 0.01%
5,920
+465
952
$305K 0.01%
3,509
-2,473
953
$303K 0.01%
2,287
+355
954
$302K 0.01%
3,794
+458
955
$301K 0.01%
4,596
+264
956
$300K 0.01%
16,756
+2,555
957
$300K 0.01%
8,433
958
$299K 0.01%
+3,592
959
$298K 0.01%
9,516
+166
960
$298K 0.01%
3,114
-16
961
$298K 0.01%
+2,874
962
$297K 0.01%
2,983
+317
963
$294K 0.01%
2,959
964
$293K 0.01%
11,236
+3,272
965
$292K 0.01%
+6,030
966
$292K 0.01%
3,696
-1,434
967
$291K 0.01%
1,224
-67
968
$290K 0.01%
+1,284
969
$290K 0.01%
+4,798
970
$288K 0.01%
3,602
+243
971
$287K 0.01%
+15,567
972
$287K 0.01%
7,093
973
$287K 0.01%
1,140
-21
974
$284K 0.01%
3,125
+104
975
$284K 0.01%
6,098
-1,397
37 38
39
40 41