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
76
$9.23M 0.29%
17,596
-988
77
$9.17M 0.29%
70,458
+8,915
78
$9.05M 0.28%
121,954
-2,903
79
$8.98M 0.28%
43,759
+8,383
80
$8.95M 0.28%
62,986
+7,330
81
$8.84M 0.28%
121,707
+111,660
82
$8.81M 0.28%
48,168
+1,700
83
$8.81M 0.28%
22,091
-687
84
$8.75M 0.27%
160,796
+18,161
85
$8.58M 0.27%
65,333
+24,350
86
$8.46M 0.26%
169,452
+21,940
87
$8.38M 0.26%
16,605
-2,435
88
$8.32M 0.26%
299,753
+59,327
89
$8.27M 0.26%
98,955
+18,957
90
$8.24M 0.26%
151,878
+117,023
91
$8.17M 0.26%
49,732
-22,951
92
$8.05M 0.25%
22,450
+1,019
93
$7.94M 0.25%
82,061
+16,516
94
$7.84M 0.24%
23,252
+1,399
95
$7.69M 0.24%
84,187
+16,059
96
$7.28M 0.23%
159,690
+44,193
97
$7.28M 0.23%
10,415
-107
98
$7.24M 0.23%
125,246
+6,622
99
$7.23M 0.23%
154,504
+13,201
100
$7.22M 0.23%
40,335
-237
2 3
4
5 6