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
101
$5.33M 0.24%
17,314
+1,768
102
$5.32M 0.24%
40,329
+653
103
$5.26M 0.24%
30,104
+8,316
104
$5.23M 0.24%
125,325
-17,444
105
$5.23M 0.24%
59,835
+45,210
106
$5.13M 0.23%
297,945
+220,313
107
$5.11M 0.23%
86,363
-4,349
108
$5.08M 0.23%
57,057
+1,574
109
$5.04M 0.23%
104,608
+7,073
110
$5.04M 0.23%
28,969
+158
111
$4.99M 0.22%
130,879
-9,399
112
$4.93M 0.22%
158,443
+26,303
113
$4.92M 0.22%
120,184
+1,983
114
$4.91M 0.22%
45,218
+5,468
115
$4.9M 0.22%
122,821
-29,812
116
$4.88M 0.22%
63,854
+23,901
117
$4.86M 0.22%
124,559
+1,374
118
$4.74M 0.21%
27,590
+11,311
119
$4.7M 0.21%
99,955
+94,538
120
$4.69M 0.21%
101,136
+72,152
121
$4.68M 0.21%
74,471
+2,253
122
$4.64M 0.21%
7,623
+262
123
$4.63M 0.21%
99,008
+13,256
124
$4.62M 0.21%
27,417
+536
125
$4.62M 0.21%
48,542
+7,094
3 4
5
6 7