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
1026
$231K 0.01%
463
-32
1027
$230K 0.01%
5,270
+140
1028
$229K 0.01%
+19,997
1029
$229K 0.01%
8,600
1030
$229K 0.01%
+9,514
1031
$229K 0.01%
15,493
+8
1032
$228K 0.01%
+5,454
1033
$228K 0.01%
+4,160
1034
$228K 0.01%
10,335
+63
1035
$228K 0.01%
7,883
+207
1036
$228K 0.01%
1,393
-254
1037
$226K 0.01%
4,491
-2,071
1038
$225K 0.01%
2,172
-632
1039
$224K 0.01%
7,127
1040
$224K 0.01%
3,861
-826
1041
$223K 0.01%
+2,982
1042
$222K 0.01%
2,032
-183
1043
$220K 0.01%
+11,715
1044
$220K 0.01%
+1,625
1045
$219K 0.01%
2,787
-407
1046
$219K 0.01%
+1,328
1047
$218K 0.01%
6,000
1048
$218K 0.01%
5,390
-1,047
1049
$217K 0.01%
14,438
+99
1050
$216K 0.01%
799
-515
40 41
42
43 44