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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$227K 0.01%
1,330
-6,315
1127
$226K 0.01%
3,405
-681
1128
$226K 0.01%
4,729
+113
1129
$225K 0.01%
8,124
-2,322
1130
$224K 0.01%
6,093
1131
$223K 0.01%
+1,283
1132
$222K 0.01%
2,107
-593
1133
$222K 0.01%
5,976
+309
1134
$221K 0.01%
+639
1135
$220K 0.01%
+1,419
1136
$220K 0.01%
2,560
-275
1137
$220K 0.01%
+9,704
1138
$218K 0.01%
+6,873
1139
$217K 0.01%
15,847
+158
1140
$216K 0.01%
+2,255
1141
$216K 0.01%
3,718
1142
$216K 0.01%
+961
1143
$215K 0.01%
11,647
-2,159
1144
$214K 0.01%
+1,138
1145
$214K 0.01%
+4,202
1146
$214K 0.01%
+4,654
1147
$212K 0.01%
+1,292
1148
$211K 0.01%
4,264
+51
1149
$211K 0.01%
34,000
-1,800
1150
$211K 0.01%
1,296
-12
44 45
46
47 48