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
151
$5.64M 0.18%
265,276
+9,691
152
$5.64M 0.18%
80,018
+5,412
153
$5.59M 0.17%
34,946
-6,122
154
$5.57M 0.17%
+682,510
155
$5.57M 0.17%
93,881
+1,980
156
$5.56M 0.17%
251,020
+12,673
157
$5.5M 0.17%
106,508
+2,012
158
$5.47M 0.17%
32,400
+2,311
159
$5.42M 0.17%
108,017
+17,370
160
$5.35M 0.17%
9,633
-343
161
$5.34M 0.17%
23,937
+723
162
$5.34M 0.17%
23,749
+549
163
$5.3M 0.17%
25,428
+5,512
164
$5.29M 0.17%
98,908
-1,535
165
$5.28M 0.16%
19,986
+3,599
166
$5.2M 0.16%
86,869
+2,876
167
$5.2M 0.16%
8,935
+3,522
168
$5.19M 0.16%
22,715
-3,459
169
$5.15M 0.16%
76,824
+2,456
170
$5.14M 0.16%
26,613
+1,173
171
$5.12M 0.16%
83,090
+20,770
172
$5.12M 0.16%
12,036
+166
173
$5.09M 0.16%
204,264
+81,156
174
$5.07M 0.16%
382,753
+42,293
175
$5.06M 0.16%
18,637
+240
5 6
7
8 9