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
976
$284K 0.01%
+10,446
977
$284K 0.01%
42,000
-4,800
978
$283K 0.01%
2,663
+23
979
$283K 0.01%
4,620
+254
980
$282K 0.01%
4,936
+279
981
$280K 0.01%
2,214
+51
982
$279K 0.01%
9,386
-7,118
983
$278K 0.01%
834
+35
984
$278K 0.01%
2,222
+50
985
$277K 0.01%
+5,891
986
$276K 0.01%
9,355
987
$276K 0.01%
5,367
-14
988
$275K 0.01%
6,695
-3,136
989
$275K 0.01%
9,552
-2,491
990
$273K 0.01%
2,046
+383
991
$273K 0.01%
8,226
-158
992
$272K 0.01%
1,368
+225
993
$272K 0.01%
+2,552
994
$272K 0.01%
2,099
+35
995
$270K 0.01%
1,335
-134
996
$269K 0.01%
5,580
-485
997
$269K 0.01%
2,538
998
$268K 0.01%
4,157
999
$268K 0.01%
7,000
1000
$268K 0.01%
9,865
38 39
40
41 42