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
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.1M
3
+$9.16M
4
AIR icon
AAR Corp
AIR
+$7.88M
5
POWL icon
Powell Industries
POWL
+$7.44M

Top Sells

1
+$12.1M
2
+$11.5M
3
+$10.9M
4
JBL icon
Jabil
JBL
+$10.7M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.1M

Sector Composition

1 Technology 22.82%
2 Financials 8.17%
3 Healthcare 7.27%
4 Consumer Discretionary 7%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.56M 0.17%
70,945
-4,430
152
$5.55M 0.17%
386,890
+4,137
153
$5.53M 0.16%
67,785
-4,113
154
$5.53M 0.16%
73,853
-1,491
155
$5.53M 0.16%
25,075
+531
156
$5.47M 0.16%
74,366
-4,328
157
$5.45M 0.16%
106,224
+7,316
158
$5.38M 0.16%
89,912
+3,043
159
$5.35M 0.16%
51,482
-5,220
160
$5.34M 0.16%
88,992
-1,966
161
$5.3M 0.16%
19,617
+556
162
$5.25M 0.16%
104,004
+21,998
163
$5.25M 0.16%
49,211
+21,827
164
$5.2M 0.15%
47,265
+26,793
165
$5.2M 0.15%
+28,528
166
$5.19M 0.15%
23,716
-221
167
$5.1M 0.15%
60,738
-7,973
168
$5.09M 0.15%
124,810
-19,312
169
$5.07M 0.15%
29,266
+352
170
$5.05M 0.15%
117,363
-45,177
171
$5.05M 0.15%
122,756
+6,976
172
$5.04M 0.15%
33,836
-1,110
173
$5.01M 0.15%
22,868
+153
174
$4.98M 0.15%
40,825
-4,037
175
$4.97M 0.15%
49,545
-130
5 6
7
8 9