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
1001
$268K 0.01%
4,443
+25
1002
$267K 0.01%
2,250
-966
1003
$267K 0.01%
16,355
+171
1004
$267K 0.01%
+7,546
1005
$267K 0.01%
2,039
1006
$266K 0.01%
8,758
+69
1007
$266K 0.01%
+6,142
1008
$266K 0.01%
766
-311
1009
$265K 0.01%
1,979
-822
1010
$265K 0.01%
3,933
-1,964
1011
$265K 0.01%
1,964
+258
1012
$264K 0.01%
8,215
-210
1013
$264K 0.01%
+23,812
1014
$263K 0.01%
173
-134
1015
$263K 0.01%
25,432
-656
1016
$262K 0.01%
11,712
-6,376
1017
$262K 0.01%
13,437
1018
$262K 0.01%
+6,926
1019
$262K 0.01%
2,791
-988
1020
$261K 0.01%
5,983
-139
1021
$261K 0.01%
5,705
+435
1022
$259K 0.01%
3,913
+1,462
1023
$259K 0.01%
1,201
+61
1024
$259K 0.01%
7,076
+465
1025
$258K 0.01%
2,026
-739
39 40
41
42 43