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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.53M 0.16%
84,864
+640
177
$3.51M 0.16%
40,228
-9,742
178
$3.48M 0.16%
76,008
+5,617
179
$3.4M 0.15%
40,642
-2,670
180
$3.37M 0.15%
107,111
-101
181
$3.37M 0.15%
43,741
+1,351
182
$3.35M 0.15%
+135,406
183
$3.33M 0.15%
+132,655
184
$3.31M 0.15%
33,938
-2,872
185
$3.25M 0.15%
21,737
-237
186
$3.24M 0.15%
31,708
+15,909
187
$3.18M 0.14%
20,666
+218
188
$3.15M 0.14%
97,343
+8,669
189
$3.1M 0.14%
45,025
+305
190
$3.07M 0.14%
15,312
+4,216
191
$3.07M 0.14%
22,848
+2,826
192
$3.06M 0.14%
+103,842
193
$3.05M 0.14%
33,970
+3,163
194
$3.04M 0.14%
12,400
+6,867
195
$3.02M 0.14%
34,309
+121
196
$3.02M 0.14%
31,336
-2,747
197
$3.02M 0.14%
23,949
+295
198
$3M 0.13%
23,419
+1,136
199
$2.99M 0.13%
421,962
-31,205
200
$2.92M 0.13%
40,819
-1,127
6 7
8
9 10