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
$3.36B
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.08M 0.18%
89,488
+496
127
$5.99M 0.18%
107,465
+1,241
128
$5.95M 0.18%
111,857
-8,165
129
$5.95M 0.18%
682,510
130
$5.94M 0.18%
3,056
-2,137
131
$5.9M 0.18%
9,343
-265
132
$5.88M 0.18%
75,314
-1,647
133
$5.87M 0.17%
66,909
+4,307
134
$5.87M 0.17%
50,916
-31,531
135
$5.82M 0.17%
73,565
-801
136
$5.81M 0.17%
195,711
+257
137
$5.77M 0.17%
73,623
-230
138
$5.77M 0.17%
71,629
+791
139
$5.74M 0.17%
25,867
-25,993
140
$5.74M 0.17%
29,366
+100
141
$5.72M 0.17%
9,209
-115
142
$5.65M 0.17%
49,577
-1,905
143
$5.63M 0.17%
67,143
-40,802
144
$5.63M 0.17%
24,923
-854
145
$5.58M 0.17%
9,544
-3,898
146
$5.55M 0.17%
57,818
-54,916
147
$5.53M 0.16%
23,234
+366
148
$5.42M 0.16%
104,781
-42,924
149
$5.42M 0.16%
6,505
-407
150
$5.37M 0.16%
28,171
-1,423
4 5
6
7 8