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
$2.8B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,226
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.29M
3
+$6.26M
4
PEN icon
Penumbra
PEN
+$5.51M
5
MDB icon
MongoDB
MDB
+$4.77M

Top Sells

1
+$13.1M
2
+$7.92M
3
+$5.31M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$4.54M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.99M

Sector Composition

1 Technology 19.95%
2 Healthcare 8.85%
3 Financials 8.37%
4 Consumer Discretionary 7.71%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$281K 0.01%
1,724
-19
977
$281K 0.01%
5,568
+21
978
$280K 0.01%
5,760
-963
979
$280K 0.01%
6,878
-1,027
980
$279K 0.01%
2,386
+222
981
$279K 0.01%
4,800
982
$278K 0.01%
61,693
+470
983
$278K 0.01%
1,784
+200
984
$277K 0.01%
3,702
+22
985
$276K 0.01%
1,085
-663
986
$276K 0.01%
16,880
-2,547
987
$276K 0.01%
3,622
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988
$276K 0.01%
11,664
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989
$275K 0.01%
6,215
+527
990
$274K 0.01%
+7,000
991
$274K 0.01%
6,000
992
$272K 0.01%
+9,350
993
$272K 0.01%
4,152
-32
994
$271K 0.01%
8,665
+707
995
$270K 0.01%
3,768
996
$270K 0.01%
7,340
-687
997
$270K 0.01%
4,699
+52
998
$269K 0.01%
9,377
999
$269K 0.01%
2,709
+144
1000
$266K 0.01%
646
+2
38 39
40
41 42