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
76
$6.7M 0.3%
164,317
-1,315
77
$6.68M 0.3%
22,499
-17,431
78
$6.68M 0.3%
15,537
-4,352
79
$6.66M 0.3%
95,381
+34,841
80
$6.55M 0.29%
76,081
+70,094
81
$6.49M 0.29%
45,936
-993
82
$6.31M 0.28%
70,455
-5,250
83
$6.31M 0.28%
89,817
+141
84
$6.29M 0.28%
90,079
+3,657
85
$6.28M 0.28%
29,444
-155
86
$6.11M 0.27%
98,834
+4,551
87
$6.06M 0.27%
18,552
+1,638
88
$5.93M 0.27%
153,008
+3,270
89
$5.69M 0.26%
271,496
-61,060
90
$5.65M 0.25%
132,547
+19,550
91
$5.62M 0.25%
68,792
-41,529
92
$5.62M 0.25%
80,358
-512
93
$5.62M 0.25%
60,798
-1,314
94
$5.62M 0.25%
41,548
-913
95
$5.61M 0.25%
68,088
+906
96
$5.6M 0.25%
82,027
-2,792
97
$5.59M 0.25%
502,138
-12,725
98
$5.47M 0.25%
76,561
-3,604
99
$5.42M 0.24%
11,307
+471
100
$5.38M 0.24%
123,965
-1,401
2 3
4
5 6