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
1051
$244K 0.01%
2,828
+41
1052
$244K 0.01%
1,696
-15
1053
$244K 0.01%
5,313
+600
1054
$243K 0.01%
2,317
+285
1055
$243K 0.01%
4,285
-132
1056
$242K 0.01%
5,596
+1,530
1057
$242K 0.01%
3,759
-973
1058
$241K 0.01%
6,277
-1,069
1059
$240K 0.01%
+5,135
1060
$240K 0.01%
+7,277
1061
$240K 0.01%
1,433
-383
1062
$239K 0.01%
+1,327
1063
$238K 0.01%
8,600
1064
$238K 0.01%
4,836
-479
1065
$238K 0.01%
1,806
-1,426
1066
$237K 0.01%
2,421
+59
1067
$237K 0.01%
5,499
-224
1068
$235K 0.01%
582
-95
1069
$234K 0.01%
6,976
-89
1070
$234K 0.01%
3,876
-1,483
1071
$233K 0.01%
1,170
-73
1072
$232K 0.01%
+7,121
1073
$232K 0.01%
5,518
+128
1074
$232K 0.01%
20,154
+157
1075
$231K 0.01%
4,818
-167
41 42
43
44 45