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
1076
$204K 0.01%
+4,066
1077
$204K 0.01%
+3,153
1078
$204K 0.01%
19,000
1079
$203K 0.01%
+7,026
1080
$201K 0.01%
+912
1081
$200K 0.01%
+5,895
1082
$195K 0.01%
12,224
+1,239
1083
$181K 0.01%
15,938
-937
1084
$178K 0.01%
18,473
+3,234
1085
$174K 0.01%
+25,708
1086
$173K 0.01%
+15,044
1087
$171K 0.01%
11,200
1088
$167K 0.01%
+13,630
1089
$166K 0.01%
+10,969
1090
$162K 0.01%
60,000
+4,000
1091
$152K 0.01%
12,049
1092
$151K 0.01%
23,835
1093
$144K 0.01%
10,161
-5,000
1094
$143K 0.01%
+12,012
1095
$127K ﹤0.01%
+12,597
1096
$126K ﹤0.01%
11,130
+84
1097
$119K ﹤0.01%
+14,275
1098
$118K ﹤0.01%
14,984
-2,947
1099
$118K ﹤0.01%
14,342
1100
$108K ﹤0.01%
+11,330
42 43
44
45 46