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
1051
$216K 0.01%
+1,706
1052
$215K 0.01%
14,944
+1,444
1053
$215K 0.01%
+6,516
1054
$213K 0.01%
1,161
-31
1055
$213K 0.01%
+3,862
1056
$212K 0.01%
+7,964
1057
$212K 0.01%
+4,179
1058
$212K 0.01%
1,711
-43
1059
$211K 0.01%
+1,663
1060
$211K 0.01%
+11,355
1061
$211K 0.01%
+2,780
1062
$209K 0.01%
+1,170
1063
$209K 0.01%
1,370
-206
1064
$208K 0.01%
135,993
+13,708
1065
$208K 0.01%
+977
1066
$208K 0.01%
11,518
+154
1067
$208K 0.01%
+677
1068
$207K 0.01%
+6,610
1069
$207K 0.01%
+942
1070
$206K 0.01%
+4,713
1071
$204K 0.01%
+24,607
1072
$204K 0.01%
3,057
-433
1073
$204K 0.01%
+1,815
1074
$204K 0.01%
+4,267
1075
$204K 0.01%
+10,594
41 42
43
44 45