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
151
$4.96M 0.19%
85,307
+2,481
152
$4.95M 0.19%
255,585
+221,601
153
$4.87M 0.19%
84,583
-3,872
154
$4.83M 0.18%
100,443
-605
155
$4.82M 0.18%
6,366
+26
156
$4.75M 0.18%
110,450
+97,080
157
$4.74M 0.18%
31,216
-1,472
158
$4.71M 0.18%
28,659
+63
159
$4.69M 0.18%
42,838
-17,745
160
$4.69M 0.18%
23,214
+177
161
$4.69M 0.18%
38,615
-2,203
162
$4.68M 0.18%
142,413
+661
163
$4.67M 0.18%
81,267
-17,493
164
$4.6M 0.18%
9,976
-942
165
$4.59M 0.17%
35,748
+221
166
$4.57M 0.17%
74,368
-3,364
167
$4.55M 0.17%
46,994
-23,641
168
$4.55M 0.17%
41,886
+1,212
169
$4.53M 0.17%
9,671
-51
170
$4.47M 0.17%
59,493
+8,114
171
$4.45M 0.17%
80,332
+23,272
172
$4.45M 0.17%
18,397
-2,424
173
$4.39M 0.17%
90,647
+1,133
174
$4.39M 0.17%
104,154
-873
175
$4.34M 0.17%
301,598
-41,607
5 6
7
8 9