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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.63M 0.25%
21,853
+1,914
102
$6.54M 0.25%
68,128
+456
103
$6.47M 0.25%
75,832
-594
104
$6.36M 0.24%
65,545
-5,689
105
$6.25M 0.24%
10,001
-123
106
$6.24M 0.24%
79,998
-12,709
107
$6.17M 0.24%
58,845
+2,504
108
$6.12M 0.23%
10,522
+217
109
$6.09M 0.23%
7,507
-273
110
$6.09M 0.23%
13,433
-205
111
$6.06M 0.23%
5,208
-458
112
$6.05M 0.23%
21,925
+223
113
$6M 0.23%
117,536
-741
114
$5.91M 0.23%
53,702
-2,045
115
$5.88M 0.22%
118,624
+3,412
116
$5.87M 0.22%
285,621
+5,077
117
$5.8M 0.22%
279,147
+5,645
118
$5.74M 0.22%
14,097
+539
119
$5.68M 0.22%
25,260
+927
120
$5.68M 0.22%
29,970
-559
121
$5.63M 0.21%
241,970
+3,458
122
$5.63M 0.21%
73,677
+6,366
123
$5.58M 0.21%
74,113
-3,631
124
$5.58M 0.21%
26,174
+1,667
125
$5.56M 0.21%
28,166
-993
3 4
5
6 7