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
1076
$231K 0.01%
11,355
1077
$230K 0.01%
+8,244
1078
$229K 0.01%
+7,849
1079
$229K 0.01%
+1,862
1080
$229K 0.01%
4,354
+87
1081
$228K 0.01%
2,780
1082
$228K 0.01%
3,662
-1,589
1083
$227K 0.01%
964
+22
1084
$227K 0.01%
8,508
-108
1085
$227K 0.01%
2,225
-875
1086
$227K 0.01%
3,039
-1,487
1087
$226K 0.01%
5,915
+800
1088
$224K 0.01%
3,206
+149
1089
$224K 0.01%
5,993
-523
1090
$224K 0.01%
+2,241
1091
$223K 0.01%
12,039
-143
1092
$223K 0.01%
3,862
1093
$222K 0.01%
+8,697
1094
$222K 0.01%
+1,770
1095
$222K 0.01%
2,797
-1,489
1096
$221K 0.01%
19,000
1097
$220K 0.01%
4,005
-557
1098
$220K 0.01%
+18,039
1099
$220K 0.01%
+3,900
1100
$220K 0.01%
+3,388
42 43
44
45 46