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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.59M 0.21%
26,370
-657
127
$4.59M 0.21%
266,449
-10,312
128
$4.51M 0.2%
59,004
+5,034
129
$4.48M 0.2%
39,306
-1,733
130
$4.47M 0.2%
184,089
+15,286
131
$4.42M 0.2%
71,224
-457
132
$4.42M 0.2%
53,429
-3,419
133
$4.41M 0.2%
486,570
+107,024
134
$4.38M 0.2%
86,582
-18,469
135
$4.38M 0.2%
26,532
+2,825
136
$4.36M 0.2%
+332,620
137
$4.36M 0.2%
17,109
+2,759
138
$4.33M 0.19%
25,716
+2,308
139
$4.3M 0.19%
357,523
-15,240
140
$4.26M 0.19%
33,597
+544
141
$4.24M 0.19%
67,057
+3,394
142
$4.24M 0.19%
24,047
-285
143
$4.23M 0.19%
45,625
-4,499
144
$4.22M 0.19%
75,641
+801
145
$4.22M 0.19%
67,500
+753
146
$4.18M 0.19%
116,119
+2,460
147
$4.17M 0.19%
27,155
+8,613
148
$4.08M 0.18%
80,280
+9,390
149
$4.07M 0.18%
213,870
-13,967
150
$4.03M 0.18%
26,333
+727
4 5
6
7 8