SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
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
1151
-23,979
1152
-6,253
1153
-5,393
1154
-15,816
1155
-12,500
1156
-4,867
1157
-3,237
1158
-1,884
1159
-5,975
1160
-1,182
1161
-786
1162
-3,207
1163
-1,044
1164
-2,919
1165
-8,704
1166
-6,359
1167
-6,645
1168
-5,136
1169
-52,794
1170
-7,905
1171
-36,278
1172
-3,213
1173
-4,430
1174
-51,580
1175
-32,429