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
$3.36B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.1M
3
+$9.16M
4
AIR icon
AAR Corp
AIR
+$7.88M
5
POWL icon
Powell Industries
POWL
+$7.44M

Top Sells

1
+$12.1M
2
+$11.5M
3
+$10.9M
4
JBL icon
Jabil
JBL
+$10.7M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.1M

Sector Composition

1 Technology 22.82%
2 Financials 8.17%
3 Healthcare 7.27%
4 Consumer Discretionary 7%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10M 0.3%
202,860
+689
77
$10M 0.3%
17,326
-270
78
$9.85M 0.29%
238,913
+3,763
79
$9.83M 0.29%
45,739
-1,899
80
$9.65M 0.29%
94,357
+34,135
81
$9.13M 0.27%
35,523
-303
82
$9.06M 0.27%
66,222
+27,713
83
$8.88M 0.26%
150,076
+31,099
84
$8.71M 0.26%
70,330
+4,997
85
$8.64M 0.26%
10,481
+66
86
$8.64M 0.26%
15,552
-1,053
87
$8.62M 0.26%
127,731
+2,485
88
$8.56M 0.25%
112,734
+24,730
89
$8.4M 0.25%
42,864
+32,575
90
$8.39M 0.25%
23,008
-244
91
$8.33M 0.25%
297,551
-2,202
92
$8.29M 0.25%
114,182
-7,772
93
$8.26M 0.25%
82,447
+386
94
$8.25M 0.25%
98,246
-709
95
$8.21M 0.24%
49,224
+1,056
96
$8.2M 0.24%
29,348
+9,362
97
$7.88M 0.23%
+108,439
98
$7.8M 0.23%
34,618
+2,218
99
$7.76M 0.23%
25,578
-5,138
100
$7.73M 0.23%
166,758
+12,254
2 3
4
5 6