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
$3.22B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1 +$7.26M
2 +$4.1M
3 +$3.98M
4
NCDL icon
Nuveen Churchill Direct Lending
NCDL
+$3.64M
5
TSLA icon
Tesla
TSLA
+$3.57M

Top Sells

1 +$13M
2 +$12.4M
3 +$8.1M
4
AAPL icon
Apple
AAPL
+$7.97M
5
NFLX icon
Netflix
NFLX
+$6.04M

Sector Composition

1 Technology 21.27%
2 Financials 8.89%
3 Consumer Discretionary 7.86%
4 Healthcare 5.66%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$260K 0.01%
5,580
-432
1052
$259K 0.01%
6,043
-55
1053
$258K 0.01%
1,476
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$258K 0.01%
11,355
1055
$258K 0.01%
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1056
$257K 0.01%
22,703
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$256K 0.01%
5,313
1058
$256K 0.01%
2,188
-230
1059
$256K 0.01%
+3,858
1060
$256K 0.01%
5,243
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$255K 0.01%
12,014
1062
$255K 0.01%
3,294
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$255K 0.01%
+7,948
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$254K 0.01%
6,713
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1065
$253K 0.01%
8,600
1066
$253K 0.01%
842
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$252K 0.01%
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$251K 0.01%
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1069
$251K 0.01%
10,381
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$251K 0.01%
12,421
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$251K 0.01%
+1,494
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$249K 0.01%
4,225
+203
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$249K 0.01%
+3,357
1074
$248K 0.01%
+4,649
1075
$248K 0.01%
4,384