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
1151
$125K ﹤0.01%
+12,429
1152
$110K ﹤0.01%
11,330
1153
$106K ﹤0.01%
10,000
1154
$102K ﹤0.01%
+11,192
1155
$74.2K ﹤0.01%
+11,774
1156
$73K ﹤0.01%
+15,776
1157
$52.2K ﹤0.01%
15,000
1158
$43.8K ﹤0.01%
+10,000
1159
$36K ﹤0.01%
14,856
-7,731
1160
$29.3K ﹤0.01%
11,690
+1,138
1161
$29K ﹤0.01%
+11,201
1162
$28K ﹤0.01%
10,000
1163
$26K ﹤0.01%
20,445
1164
$25.1K ﹤0.01%
+11,100
1165
$16.6K ﹤0.01%
733
1166
$12K ﹤0.01%
336
1167
$8.91K ﹤0.01%
500
1168
– –
-3,248
1169
– –
-12,783
1170
– –
-4,179
1171
– –
-5,895
1172
– –
-6,531
1173
– –
-3,520
1174
– –
-3,705
1175
– –
-69,145
45 46
47
48 49