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
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.35M 0.27%
194,862
+11,560
102
$5.34M 0.27%
103,096
+27,320
103
$5.33M 0.27%
104,366
-16,151
104
$5.32M 0.27%
24,206
+857
105
$5.31M 0.27%
72,404
+5,955
106
$5.26M 0.26%
11,445
+147
107
$5.24M 0.26%
48,396
+1,374
108
$5.2M 0.26%
48,606
+18,366
109
$5.15M 0.26%
38,484
-1,438
110
$5.11M 0.26%
116,013
+26
111
$5.1M 0.26%
62,368
+6,135
112
$5.1M 0.26%
90,721
+8,154
113
$5.06M 0.25%
238,604
-26,032
114
$5.03M 0.25%
83,514
-5,478
115
$4.95M 0.25%
56,171
+3,409
116
$4.94M 0.25%
239,450
+23,628
117
$4.89M 0.25%
92,340
+9,957
118
$4.89M 0.25%
15,730
+79
119
$4.83M 0.24%
25,086
-238
120
$4.75M 0.24%
47,881
+4,405
121
$4.74M 0.24%
105,020
+3,013
122
$4.73M 0.24%
123,728
+12,223
123
$4.73M 0.24%
169,049
+10,441
124
$4.62M 0.23%
24,111
+637
125
$4.61M 0.23%
18,889
+4,030
3 4
5
6 7