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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.22M 0.19%
6,408
+42
127
$6.18M 0.19%
101,739
-33,361
128
$6.13M 0.19%
90,958
+6,375
129
$6.09M 0.19%
144,122
-34,769
130
$6.07M 0.19%
301,109
+15,488
131
$6.02M 0.19%
9,265
-736
132
$6.02M 0.19%
75,375
+1,262
133
$6.01M 0.19%
78,694
-22,704
134
$6M 0.19%
14,347
+250
135
$5.98M 0.19%
21,912
-13
136
$5.95M 0.19%
290,592
+11,445
137
$5.95M 0.19%
324,263
+80,491
138
$5.91M 0.18%
43,772
+2,051
139
$5.89M 0.18%
68,711
-49,444
140
$5.88M 0.18%
71,898
+23,787
141
$5.86M 0.18%
28,448
-1,522
142
$5.85M 0.18%
37,535
-689
143
$5.79M 0.18%
62,352
+8,655
144
$5.77M 0.18%
194,523
+181,645
145
$5.74M 0.18%
43,996
+5,381
146
$5.74M 0.18%
151,366
+25,951
147
$5.72M 0.18%
38,509
+3,681
148
$5.68M 0.18%
75,344
+1,667
149
$5.68M 0.18%
9,938
+105
150
$5.65M 0.18%
44,862
+11,157
4 5
6
7 8