SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.13B
AUM Growth
-$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,267
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.26M
3
+$7.24M
4
ALL icon
Allstate
ALL
+$5.44M
5
META icon
Meta Platforms (Facebook)
META
+$5.37M

Top Sells

1
+$6.69M
2
+$5.87M
3
+$5.27M
4
PHM icon
Pultegroup
PHM
+$4.86M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.85M

Sector Composition

1 Technology 19.49%
2 Financials 9.53%
3 Consumer Discretionary 6.92%
4 Healthcare 6.31%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$242K 0.01%
13,454
+51
1077
$242K 0.01%
4,884
-1,100
1078
$242K 0.01%
5,443
-738
1079
$242K 0.01%
2,283
-328
1080
$241K 0.01%
+1,508
1081
$241K 0.01%
174
-38
1082
$241K 0.01%
5,109
+200
1083
$240K 0.01%
2,110
-1,256
1084
$240K 0.01%
9,373
-3,275
1085
$240K 0.01%
1,884
-25,975
1086
$239K 0.01%
5,218
+1,708
1087
$239K 0.01%
4,216
-2,751
1088
$239K 0.01%
+1,715
1089
$238K 0.01%
1,768
-58
1090
$238K 0.01%
1,582
-877
1091
$238K 0.01%
+2,081
1092
$237K 0.01%
+3,720
1093
$237K 0.01%
4,084
-300
1094
$237K 0.01%
2,122
-153
1095
$237K 0.01%
+6,157
1096
$236K 0.01%
+11,656
1097
$236K 0.01%
6,048
+5
1098
$235K 0.01%
1,581
-78
1099
$234K 0.01%
1,263
-213
1100
$234K 0.01%
19,357
42 43
44
45 46