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
976
$235K 0.01%
+4,992
977
$235K 0.01%
1,468
+7
978
$234K 0.01%
12,938
+168
979
$232K 0.01%
13,349
980
$231K 0.01%
+509
981
$231K 0.01%
+3,449
982
$230K 0.01%
2,958
+198
983
$229K 0.01%
13,937
-25
984
$229K 0.01%
5,827
+127
985
$228K 0.01%
+2,779
986
$227K 0.01%
6,777
-1,764
987
$227K 0.01%
3,748
-271
988
$227K 0.01%
4,562
+729
989
$226K 0.01%
5,336
+10
990
$226K 0.01%
19,000
+9,000
991
$225K 0.01%
19,211
-21,686
992
$225K 0.01%
+1,570
993
$225K 0.01%
2,902
-46
994
$225K 0.01%
+1,107
995
$224K 0.01%
2,342
+315
996
$224K 0.01%
+12,592
997
$224K 0.01%
2,957
998
$224K 0.01%
19,303
+227
999
$224K 0.01%
6,900
+150
1000
$223K 0.01%
3,092
-40
38 39
40
41 42