SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$126K 0.01%
11,506
-14,216
1077
$123K 0.01%
11,502
1078
$123K 0.01%
21,184
+2,797
1079
$115K 0.01%
30,200
1080
$115K 0.01%
35,495
1081
$102K ﹤0.01%
26,246
1082
$101K ﹤0.01%
13,135
1083
$93K ﹤0.01%
1,527
+10
1084
$75K ﹤0.01%
22,657
1085
$71K ﹤0.01%
10,350
1086
$68K ﹤0.01%
33,054
-3,000
1087
$66K ﹤0.01%
13,000
1088
$66K ﹤0.01%
12,574
+2,024
1089
$62K ﹤0.01%
18,522
1090
$61K ﹤0.01%
10,403
-998
1091
$59K ﹤0.01%
18,234
-377
1092
$59K ﹤0.01%
26,400
1093
$58K ﹤0.01%
4,222
1094
$55K ﹤0.01%
813
-7
1095
$53K ﹤0.01%
25,000
1096
$52K ﹤0.01%
17,579
+400
1097
$48K ﹤0.01%
10,669
-7,799
1098
$46K ﹤0.01%
11,400
-10,690
1099
$42K ﹤0.01%
191,000
+11,000
1100
$40K ﹤0.01%
14,570
-2,317
42 43
44
45 46