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
$1.25B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.32M
3
+$3.66M
4
TSLA icon
Tesla
TSLA
+$3.64M
5
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$3.5M

Top Sells

1
+$11.4M
2
+$8.45M
3
+$5.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.69M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.57M

Sector Composition

1 Technology 18.69%
2 Healthcare 7.55%
3 Industrials 6.85%
4 Communication Services 6.46%
5 Consumer Staples 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.15M 0.25%
16,630
-341
127
$3.13M 0.25%
81,662
+172
128
$3.13M 0.25%
87,928
-1,009
129
$3.12M 0.25%
89,797
+2,336
130
$3.1M 0.25%
39,293
+1,457
131
$3.1M 0.25%
22,037
-6,814
132
$3.08M 0.25%
13,026
-1,221
133
$3.05M 0.24%
177,823
+2,726
134
$3.02M 0.24%
+36,581
135
$3.02M 0.24%
25,302
-467
136
$3.01M 0.24%
102,975
-40,720
137
$2.99M 0.24%
21,685
+949
138
$2.96M 0.24%
76,546
+805
139
$2.95M 0.24%
51,302
+9,711
140
$2.9M 0.23%
38,615
+958
141
$2.88M 0.23%
52,341
+6,004
142
$2.88M 0.23%
5,103
+73
143
$2.87M 0.23%
69,201
+1,074
144
$2.84M 0.23%
+49,267
145
$2.82M 0.23%
147,283
+13,044
146
$2.77M 0.22%
36,020
-535
147
$2.73M 0.22%
62,599
-497
148
$2.72M 0.22%
54,217
+9,946
149
$2.7M 0.22%
66,282
+3,504
150
$2.7M 0.22%
2,774
+79
4 5
6
7 8