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
1026
$211K 0.01%
1,928
-99
1027
$211K 0.01%
1,575
+60
1028
$211K 0.01%
+21,229
1029
$210K 0.01%
+1,913
1030
$210K 0.01%
+1,581
1031
$210K 0.01%
+1,704
1032
$209K 0.01%
+3,119
1033
$209K 0.01%
11,548
-1,807
1034
$209K 0.01%
+14,374
1035
$208K 0.01%
+8,588
1036
$208K 0.01%
+17,740
1037
$208K 0.01%
+20,978
1038
$208K 0.01%
3,293
-535
1039
$207K 0.01%
2,587
-600
1040
$206K 0.01%
989
-319
1041
$206K 0.01%
16,550
+125
1042
$206K 0.01%
2,128
-46
1043
$205K 0.01%
6,136
-441
1044
$205K 0.01%
12,409
+1,821
1045
$204K 0.01%
+3,198
1046
$203K 0.01%
+2,566
1047
$203K 0.01%
11,489
-5,713
1048
$202K 0.01%
4,846
-1,515
1049
$201K 0.01%
+3,539
1050
$201K 0.01%
+13,350