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
151
$4.01M 0.18%
95,670
+6,521
152
$3.99M 0.18%
69,978
+2,148
153
$3.99M 0.18%
42,412
+2,776
154
$3.92M 0.18%
14,555
+3,980
155
$3.89M 0.17%
50,125
-2,353
156
$3.86M 0.17%
121,511
-6,176
157
$3.85M 0.17%
+173,361
158
$3.83M 0.17%
20,999
+2,630
159
$3.83M 0.17%
73,223
-1,151
160
$3.82M 0.17%
14,952
+5,897
161
$3.76M 0.17%
27,510
-6,410
162
$3.74M 0.17%
156,498
-1,506
163
$3.73M 0.17%
32,848
+9,741
164
$3.7M 0.17%
45,967
-3,451
165
$3.69M 0.17%
44,108
+703
166
$3.69M 0.17%
18,620
+1,383
167
$3.61M 0.16%
76,061
-14,167
168
$3.6M 0.16%
89,412
-108
169
$3.59M 0.16%
7,549
+2,914
170
$3.57M 0.16%
70,839
-7,203
171
$3.56M 0.16%
28,067
-10,554
172
$3.56M 0.16%
65,677
+55,671
173
$3.55M 0.16%
20,407
-17,796
174
$3.55M 0.16%
144,802
+3,356
175
$3.54M 0.16%
232,162
-14,627
5 6
7
8 9