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
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.09M 0.27%
25,707
+129
77
$9.06M 0.27%
99,209
+963
78
$8.94M 0.27%
17,258
+1,706
79
$8.93M 0.27%
114,441
+259
80
$8.87M 0.26%
32,358
-3,165
81
$8.82M 0.26%
187,236
+17,990
82
$8.56M 0.25%
76,475
-45,385
83
$8.53M 0.25%
22,724
-284
84
$8.52M 0.25%
131,086
+9,203
85
$8.36M 0.25%
186,260
-52,653
86
$8.3M 0.25%
19,568
+11
87
$8.24M 0.25%
8,679
+283
88
$8.21M 0.24%
10,142
-7,113
89
$8.21M 0.24%
60,199
-6,023
90
$8.09M 0.24%
10,451
-30
91
$8.03M 0.24%
30,692
-29,689
92
$7.99M 0.24%
8,633
-9,053
93
$7.78M 0.23%
40,982
-12
94
$7.75M 0.23%
64,843
-55,056
95
$7.65M 0.23%
62,288
+2,658
96
$7.37M 0.22%
18,445
-17,109
97
$7.3M 0.22%
37,012
+397
98
$7.26M 0.22%
122,039
-135
99
$7.11M 0.21%
156,832
+34,076
100
$7.08M 0.21%
49,261
-3,707
2 3
4
5 6