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
1026
$258K 0.01%
4,249
+1,096
1027
$257K 0.01%
6,235
1028
$256K 0.01%
9,148
-2,840
1029
$256K 0.01%
+7,384
1030
$255K 0.01%
7,050
1031
$255K 0.01%
16,193
+700
1032
$255K 0.01%
5,053
+200
1033
$255K 0.01%
1,966
-93
1034
$254K 0.01%
+2,082
1035
$253K 0.01%
8,095
1036
$253K 0.01%
3,421
-285
1037
$251K 0.01%
6,325
1038
$251K 0.01%
12,120
+405
1039
$250K 0.01%
+3,653
1040
$249K 0.01%
5,750
+130
1041
$249K 0.01%
6,215
1042
$248K 0.01%
4,914
+423
1043
$248K 0.01%
+2,480
1044
$248K 0.01%
12,014
-10
1045
$247K 0.01%
+3,165
1046
$247K 0.01%
1,883
+68
1047
$246K 0.01%
10,816
1048
$246K 0.01%
6,367
-706
1049
$245K 0.01%
1,412
+19
1050
$245K 0.01%
4,097
-984
40 41
42
43 44