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
101
$7.14M 0.22%
88,004
+2,697
102
$7.09M 0.22%
122,574
+72,848
103
$7.09M 0.22%
162,540
-52,654
104
$7.02M 0.22%
8,422
+915
105
$6.98M 0.22%
95,330
+10,582
106
$6.89M 0.22%
27,998
+162
107
$6.85M 0.21%
118,977
+38,645
108
$6.71M 0.21%
65,575
+7,424
109
$6.58M 0.21%
54,566
+45,128
110
$6.58M 0.21%
82,461
-51,702
111
$6.51M 0.2%
17,778
+12,983
112
$6.44M 0.2%
56,702
+3,000
113
$6.43M 0.2%
25,713
+453
114
$6.43M 0.2%
121,027
+3,491
115
$6.36M 0.2%
121,425
+10,975
116
$6.35M 0.2%
279,484
+43,454
117
$6.34M 0.2%
20,368
+25
118
$6.33M 0.2%
116,524
+35,257
119
$6.31M 0.2%
271,798
+29,828
120
$6.29M 0.2%
5,030
-178
121
$6.28M 0.2%
33,601
+29,252
122
$6.25M 0.2%
24,544
+518
123
$6.25M 0.2%
60,222
+13,228
124
$6.25M 0.2%
66,169
+2,698
125
$6.24M 0.19%
13,707
+274
3 4
5
6 7