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
1001
$223K 0.01%
+8,013
1002
$222K 0.01%
1,396
+126
1003
$222K 0.01%
5,141
+96
1004
$222K 0.01%
6,666
1005
$220K 0.01%
10,578
-253,090
1006
$220K 0.01%
+6,262
1007
$220K 0.01%
8,668
-35
1008
$218K 0.01%
8,853
-517
1009
$218K 0.01%
3,900
+440
1010
$218K 0.01%
3,615
-1,907
1011
$217K 0.01%
+10,024
1012
$217K 0.01%
+5,230
1013
$217K 0.01%
5,242
+730
1014
$216K 0.01%
4,795
-3,672
1015
$216K 0.01%
1,794
-6
1016
$215K 0.01%
+8,243
1017
$215K 0.01%
+11,368
1018
$214K 0.01%
+1,285
1019
$214K 0.01%
839
-19
1020
$214K 0.01%
1,543
+133
1021
$213K 0.01%
2,932
+509
1022
$212K 0.01%
3,035
1023
$212K 0.01%
+3,613
1024
$212K 0.01%
+10,067
1025
$212K 0.01%
605
-26
39 40
41
42 43