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
$2.63B
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
76
$8.21M 0.31%
55,656
+4,510
77
$8.2M 0.31%
61,543
-5,774
78
$8.16M 0.31%
14,223
+312
79
$7.99M 0.3%
50,656
+31,104
80
$7.7M 0.29%
103,633
+21,280
81
$7.66M 0.29%
46,468
+1,065
82
0
83
$7.49M 0.29%
135,100
-16,145
84
$7.45M 0.28%
147,512
-12,408
85
$7.43M 0.28%
142,635
-150
86
$7.42M 0.28%
35,376
+180
87
$7.26M 0.28%
178,891
+8,128
88
$7.18M 0.27%
101,398
-24,350
89
$7.11M 0.27%
75,768
-5,184
90
$7.1M 0.27%
47,573
-8,659
91
$7M 0.27%
407,398
+31,481
92
$6.96M 0.26%
184,504
-11,470
93
$6.92M 0.26%
240,426
-7,865
94
$6.92M 0.26%
15,844
+361
95
$6.87M 0.26%
84,748
+247
96
$6.84M 0.26%
27,836
-694
97
$6.82M 0.26%
168,962
-16,084
98
$6.7M 0.26%
40,572
+13,052
99
$6.68M 0.25%
141,303
-13,985
100
$6.63M 0.25%
25,440
+926