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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$296K 0.01%
+5,474
1002
$296K 0.01%
+14,086
1003
$294K 0.01%
13,924
-3,063
1004
$293K 0.01%
3,790
-33
1005
$291K 0.01%
6,178
-45
1006
$291K 0.01%
14,817
-95
1007
$291K 0.01%
+10,461
1008
$290K 0.01%
5,551
-52
1009
$289K 0.01%
4,220
+11
1010
$288K 0.01%
17,067
+170
1011
$288K 0.01%
+4,543
1012
$287K 0.01%
24,016
-296
1013
$286K 0.01%
8,851
+203
1014
$286K 0.01%
7,812
+599
1015
$285K 0.01%
+7,483
1016
$285K 0.01%
3,840
-21
1017
$285K 0.01%
2,635
-676
1018
$285K 0.01%
7,024
-3,587
1019
$284K 0.01%
2,039
1020
$284K 0.01%
4,167
+89
1021
$283K 0.01%
12,525
+405
1022
$283K 0.01%
1,215
-28,133
1023
$282K 0.01%
1,643
-680
1024
$281K 0.01%
2,121
+351
1025
$280K 0.01%
9,865
39 40
41
42 43