SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.12%
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
1126
-52,794
1127
-7,905
1128
-36,278
1129
-4,833
1130
-6,450
1131
-4,068
1132
-6,707
1133
-5,177
1134
-1,206
1135
-4,320
1136
-1,728
1137
-28,800
1138
-6,997
1139
-99,592
1140
-2,100
1141
-4,867
1142
-5,308
1143
-13,246
1144
-1,918
1145
-5,965
1146
-12,360
1147
-1,932
1148
-26,890
1149
-1,967
1150
-3,237