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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$245K 0.01%
4,157
1002
$245K 0.01%
+2,163
1003
$245K 0.01%
7,346
1004
$244K 0.01%
4,853
+11
1005
$243K 0.01%
2,538
-36
1006
$243K 0.01%
+6,235
1007
$243K 0.01%
+4,629
1008
$242K 0.01%
5,620
+220
1009
$242K 0.01%
292
+1
1010
$242K 0.01%
+10,938
1011
$241K 0.01%
10,816
1012
$241K 0.01%
+2,451
1013
$240K 0.01%
6,611
-323
1014
$239K 0.01%
3,130
-2,414
1015
$238K 0.01%
7,065
+133
1016
$238K 0.01%
13,437
+847
1017
$238K 0.01%
1,761
-13
1018
$238K 0.01%
6,215
1019
$236K 0.01%
1,143
-1,004
1020
$235K 0.01%
7,050
1021
$234K 0.01%
+1,337
1022
$234K 0.01%
+5,115
1023
$233K 0.01%
8,959
+1,254
1024
$232K 0.01%
2,640
-7
1025
$232K 0.01%
2,362
-323
39 40
41
42 43