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
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.37M 0.16%
82,219
-45,512
152
$5.31M 0.16%
9,096
-3,177
153
$5.3M 0.16%
11,387
-2,606
154
$5.28M 0.16%
8,526
-245
155
$5.28M 0.16%
83,184
-44,344
156
$5.27M 0.16%
19,445
+191
157
$5.27M 0.16%
91,787
-22,312
158
$5.27M 0.16%
115,804
-9,006
159
$5.27M 0.16%
23,859
+143
160
$5.2M 0.15%
13,624
-67
161
$5.19M 0.15%
53,924
-3,949
162
$5.18M 0.15%
223,743
-4,610
163
$5.11M 0.15%
31,811
+11
164
$5.07M 0.15%
36,268
+1,179
165
$5.06M 0.15%
22,923
+5,824
166
$5.02M 0.15%
62,183
+5,465
167
– –
0
168
$5M 0.15%
42,534
-4,731
169
$4.97M 0.15%
147,358
+24,822
170
$4.97M 0.15%
26,872
-1,104
171
$4.94M 0.15%
59,463
-8,322
172
$4.93M 0.15%
17,539
-8,399
173
$4.93M 0.15%
39,241
+1,562
174
$4.93M 0.15%
51,379
-16,477
175
$4.9M 0.15%
221,800
-124,332
5 6
7
8 9