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
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.36M 0.17%
+37,122
177
$3.33M 0.17%
29,808
+785
178
$3.32M 0.17%
51,120
+2,076
179
$3.29M 0.16%
64,071
+56,863
180
$3.27M 0.16%
64,459
+39,017
181
$3.24M 0.16%
30,615
-11,335
182
$3.24M 0.16%
56,631
-22,821
183
$3.18M 0.16%
53,776
+2,941
184
$3.17M 0.16%
+54,390
185
$3.15M 0.16%
25,393
+3,603
186
$3.15M 0.16%
11,655
+4,985
187
$3.15M 0.16%
46,955
+9,669
188
$3.11M 0.16%
70,847
+17,555
189
$3.07M 0.15%
43,324
-5,045
190
$3.05M 0.15%
23,236
-5,444
191
$3M 0.15%
25,900
+3,965
192
$3M 0.15%
39,340
-7,177
193
$2.99M 0.15%
+88,582
194
$2.99M 0.15%
15,392
+8,101
195
$2.97M 0.15%
37,606
-1,109
196
$2.95M 0.15%
110,836
+2,651
197
$2.94M 0.15%
5,571
+618
198
$2.93M 0.15%
10,038
-503
199
$2.91M 0.15%
37,611
-3,649
200
$2.89M 0.14%
15,517
+324
6 7
8
9 10