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
1026
$280K 0.01%
20,692
-119
1027
$280K 0.01%
1,203
-18
1028
$280K 0.01%
1,016
-47
1029
$280K 0.01%
3,933
1030
$280K 0.01%
11,479
-3,512
1031
$279K 0.01%
1,587
+153
1032
$279K 0.01%
2,694
+325
1033
$279K 0.01%
+10,002
1034
$277K 0.01%
6,388
-1,994
1035
$277K 0.01%
869
-5
1036
$276K 0.01%
1,841
-59
1037
$276K 0.01%
176
+1
1038
$276K 0.01%
6,109
+1,266
1039
$276K 0.01%
2,076
-18
1040
$274K 0.01%
+1,228
1041
$274K 0.01%
3,108
-103
1042
$273K 0.01%
+2,451
1043
$273K 0.01%
6,235
1044
$273K 0.01%
+7,731
1045
$272K 0.01%
6,963
-1,233
1046
$272K 0.01%
6,950
1047
$271K 0.01%
3,368
+30
1048
$271K 0.01%
+3,660
1049
$271K 0.01%
1,027
-36
1050
$270K 0.01%
1,361
+26
40 41
42
43 44