SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.39B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.6M 0.23%
53,438
-11,974
127
$4.57M 0.23%
110,009
+2,463
128
$4.53M 0.23%
61,869
+3,716
129
$4.51M 0.23%
14,190
+70
130
$4.49M 0.23%
314,708
+37,988
131
$4.47M 0.22%
76,278
+3,753
132
$4.47M 0.22%
85,452
-10,917
133
$4.45M 0.22%
20,569
+2,985
134
$4.44M 0.22%
22,442
-222
135
$4.44M 0.22%
60,946
+4,404
136
$4.4M 0.22%
44,535
-578
137
$4.34M 0.22%
12,580
+67
138
$4.33M 0.22%
90,101
+83,594
139
$4.31M 0.22%
75,597
+15,914
140
$4.3M 0.22%
14,025
+1,401
141
$4.24M 0.21%
24,707
+193
142
$4.24M 0.21%
70,714
+8,114
143
$4.21M 0.21%
42,051
+7,626
144
$4.21M 0.21%
103,199
-168
145
$4.17M 0.21%
35,095
+4,953
146
$4.16M 0.21%
69,773
+19,823
147
$4.13M 0.21%
40,360
+1,954
148
$4.08M 0.2%
85,650
+870
149
$4.06M 0.2%
62,750
+57,837
150
$4.05M 0.2%
58,456
+410
4 5
6
7 8