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
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.1M 0.31%
78,400
+547
77
$6.08M 0.3%
20,620
+4,270
78
$6.02M 0.3%
30,333
+2,176
79
$5.99M 0.3%
56,416
+27,126
80
$5.97M 0.3%
81,154
-7,105
81
$5.96M 0.3%
11,810
+662
82
$5.96M 0.3%
27,156
+1,427
83
$5.96M 0.3%
170,304
+609
84
$5.92M 0.3%
30,896
+1,458
85
$5.85M 0.29%
159,007
+47,937
86
$5.85M 0.29%
173,388
-37,517
87
$5.76M 0.29%
41,120
+1,971
88
$5.71M 0.29%
50,520
+1,576
89
$5.7M 0.29%
98,168
+6,562
90
$5.69M 0.29%
57,667
+45,923
91
$5.69M 0.29%
6,503
+232
92
$5.67M 0.28%
104,375
+4,654
93
$5.63M 0.28%
38,478
+4,425
94
$5.57M 0.28%
121,008
+1,180
95
$5.55M 0.28%
71,318
+6,781
96
$5.51M 0.28%
13,828
+408
97
$5.51M 0.28%
9,415
+1,716
98
$5.51M 0.28%
64,557
+282
99
$5.43M 0.27%
83,409
+4,644
100
$5.41M 0.27%
74,395
-71
2 3
4
5 6