SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,213
New
Increased
Reduced
Closed

Top Buys

1 +$7.12M
2 +$5M
3 +$4.67M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.06M
5
RSG icon
Republic Services
RSG
+$3.98M

Top Sells

1 +$9.26M
2 +$8.49M
3 +$5.88M
4
IP icon
International Paper
IP
+$5.07M
5
META icon
Meta Platforms (Facebook)
META
+$4.98M

Sector Composition

1 Technology 20.22%
2 Healthcare 6.79%
3 Consumer Discretionary 6.57%
4 Financials 6.45%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$27K ﹤0.01%
310
-4,077
1227
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+236
1228
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209
-1,706
1229
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+306
1230
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+94
1231
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+237
1232
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+174
1233
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+2,703
1234
$26K ﹤0.01%
+977
1235
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+308
1236
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+300
1237
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1238
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+144
1239
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175
-2,677
1240
$26K ﹤0.01%
+1,667
1241
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+588
1242
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+103
1243
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+389
1244
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50
-544
1245
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+53
1246
$26K ﹤0.01%
+593
1247
$25K ﹤0.01%
+445
1248
$25K ﹤0.01%
+217
1249
$25K ﹤0.01%
+187
1250
$25K ﹤0.01%
+445