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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.01M 0.21%
28,545
-140
102
$6.86M 0.2%
125,900
+21,896
103
$6.86M 0.2%
45,235
-3,916
104
$6.8M 0.2%
25,103
+28
105
$6.76M 0.2%
74,407
+13,669
106
$6.75M 0.2%
27,383
-337
107
$6.74M 0.2%
292,333
+13,441
108
$6.71M 0.2%
232,007
-65,544
109
$6.71M 0.2%
322,194
+21,135
110
$6.67M 0.2%
147,367
+30,004
111
$6.63M 0.2%
294,790
+271,601
112
$6.55M 0.2%
308,801
+19,701
113
$6.55M 0.19%
88,304
+1,721
114
$6.54M 0.19%
23,025
+6,062
115
$6.51M 0.19%
15,635
-12,276
116
$6.32M 0.19%
54,006
+4,795
117
$6.3M 0.19%
85,326
+14,619
118
$6.29M 0.19%
277,777
+16,863
119
$6.27M 0.19%
100,537
+803
120
$6.26M 0.19%
51,683
+2,138
121
$6.22M 0.19%
35,662
-1,060
122
$6.21M 0.19%
27,856
-41
123
$6.15M 0.18%
73,556
+2,611
124
$6.1M 0.18%
33,972
+136
125
$6.09M 0.18%
84,243
+7,998
3 4
5
6 7