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
151
$4.04M 0.2%
29,925
+2,113
152
$4.04M 0.2%
160,164
-139,662
153
$4.03M 0.2%
14,493
+4,316
154
$4.02M 0.2%
34,103
-655
155
$4.01M 0.2%
68,543
+4,096
156
$4M 0.2%
148,776
+6,686
157
$3.95M 0.2%
35,949
+360
158
$3.94M 0.2%
16,829
+388
159
$3.93M 0.2%
37,514
+623
160
$3.92M 0.2%
263,884
-11,959
161
$3.9M 0.2%
72,953
+20,552
162
$3.9M 0.2%
59,384
-786
163
$3.87M 0.19%
72,833
+4,467
164
$3.84M 0.19%
30,248
+24,216
165
$3.83M 0.19%
44,985
+1,960
166
$3.83M 0.19%
17,739
-2,123
167
$3.83M 0.19%
27,870
+11,518
168
$3.79M 0.19%
61,224
+96
169
$3.75M 0.19%
34,946
-6,978
170
$3.69M 0.18%
78,836
-11,829
171
$3.66M 0.18%
6,870
+555
172
$3.64M 0.18%
27,894
+397
173
$3.61M 0.18%
9,893
-138
174
$3.48M 0.17%
18,119
+783
175
$3.45M 0.17%
24,262
+119
5 6
7
8 9