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
1101
$219K 0.01%
+2,768
1102
$219K 0.01%
+6,698
1103
$218K 0.01%
+1,855
1104
$218K 0.01%
4,084
-1,650
1105
$217K 0.01%
+4,282
1106
$216K 0.01%
+2,577
1107
$216K 0.01%
4,352
-2,083
1108
$215K 0.01%
1,188
-404
1109
$214K 0.01%
+13,086
1110
$214K 0.01%
9,335
-1,000
1111
$214K 0.01%
+2,576
1112
$214K 0.01%
+1,435
1113
$214K 0.01%
6,936
-90
1114
$212K 0.01%
6,648
-2,311
1115
$211K 0.01%
1,233
+81
1116
$210K 0.01%
16,238
+2,608
1117
$210K 0.01%
24,644
+37
1118
$210K 0.01%
+786
1119
$210K 0.01%
6,048
-8
1120
$208K 0.01%
+682
1121
$207K 0.01%
+5,638
1122
$205K 0.01%
+803
1123
$205K 0.01%
+6,861
1124
$204K 0.01%
+1,288
1125
$203K 0.01%
10,403
-4,975
43 44
45
46 47