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
1251
$25K ﹤0.01%
+226
1252
$25K ﹤0.01%
+375
1253
$25K ﹤0.01%
+1,500
1254
$25K ﹤0.01%
380
-3,323
1255
$25K ﹤0.01%
+500
1256
$25K ﹤0.01%
+433
1257
$25K ﹤0.01%
+96
1258
$25K ﹤0.01%
+900
1259
$25K ﹤0.01%
+285
1260
$25K ﹤0.01%
+382
1261
$24K ﹤0.01%
+200
1262
$24K ﹤0.01%
224
-2,559
1263
$24K ﹤0.01%
+700
1264
$24K ﹤0.01%
+536
1265
$24K ﹤0.01%
+760
1266
$24K ﹤0.01%
+628
1267
$24K ﹤0.01%
+204
1268
$24K ﹤0.01%
+600
1269
$24K ﹤0.01%
+923
1270
$24K ﹤0.01%
+75
1271
$24K ﹤0.01%
+2,502
1272
$23K ﹤0.01%
+82
1273
$23K ﹤0.01%
+650
1274
$23K ﹤0.01%
+800
1275
$23K ﹤0.01%
+713