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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.54M 0.21%
20,343
-28
127
$5.53M 0.21%
58,151
-6,359
128
$5.49M 0.21%
38,224
+817
129
$5.48M 0.21%
34,828
-2,725
130
$5.46M 0.21%
41,068
-7,489
131
$5.45M 0.21%
112,810
-5,294
132
$5.4M 0.21%
74,606
+943
133
$5.39M 0.21%
236,030
+3,637
134
$5.37M 0.2%
40,983
-1,631
135
$5.35M 0.2%
24,026
-875
136
$5.34M 0.2%
238,347
+4,122
137
$5.32M 0.2%
63,471
+1,468
138
$5.32M 0.2%
115,497
-15,830
139
$5.29M 0.2%
91,901
+2,875
140
$5.29M 0.2%
104,496
+1,604
141
$5.18M 0.2%
30,089
+10,511
142
$5.17M 0.2%
100,129
+9,752
143
$5.17M 0.2%
340,460
-5,268
144
$5.12M 0.2%
41,721
+6,448
145
$5.06M 0.19%
9,833
-79
146
$5.05M 0.19%
53,697
-3
147
$5.01M 0.19%
83,993
-10,633
148
$4.99M 0.19%
82,236
-1,828
149
$4.98M 0.19%
95,012
-1,252
150
$4.96M 0.19%
11,870
+32
4 5
6
7 8