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
1126
$203K 0.01%
22,225
-34,053
1127
$203K 0.01%
+4,425
1128
$202K 0.01%
949
+37
1129
$202K 0.01%
+12,361
1130
$201K 0.01%
+2,553
1131
$201K 0.01%
+1,666
1132
$193K 0.01%
10,783
+189
1133
$193K 0.01%
10,969
1134
$189K 0.01%
19,832
+1,359
1135
$187K 0.01%
19,305
+4,321
1136
$186K 0.01%
25,732
+24
1137
$186K 0.01%
13,306
+1,294
1138
$183K 0.01%
+10,889
1139
$182K 0.01%
16,328
-7,954
1140
$179K 0.01%
+11,800
1141
$178K 0.01%
11,200
1142
$174K 0.01%
19,877
+3,939
1143
$161K 0.01%
12,162
-123,157
1144
$161K 0.01%
31,490
-53,934
1145
$154K ﹤0.01%
12,049
1146
$153K ﹤0.01%
17,342
+3,000
1147
$151K ﹤0.01%
+13,680
1148
$141K ﹤0.01%
+10,096
1149
$138K ﹤0.01%
57,800
-2,200
1150
$131K ﹤0.01%
12,597
44 45
46
47 48