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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.33M 0.16%
13,867
-629
177
$4.3M 0.16%
243,772
-18,226
178
$4.23M 0.16%
5,990
-59
179
$4.22M 0.16%
125,415
-18,804
180
$4.22M 0.16%
64,709
-2,143
181
$4.19M 0.16%
72,012
-220
182
$4.06M 0.15%
23,200
+3,035
183
$4M 0.15%
18,068
+78
184
$3.99M 0.15%
21,362
+653
185
$3.98M 0.15%
69,300
-1,339
186
$3.97M 0.15%
40,179
+19,733
187
$3.95M 0.15%
24,630
+172
188
$3.95M 0.15%
48,111
-4,737
189
$3.94M 0.15%
22,023
+362
190
$3.94M 0.15%
14,711
+84
191
$3.89M 0.15%
60,756
-1,053
192
$3.86M 0.15%
89,158
-71,444
193
$3.85M 0.15%
79,136
-10,590
194
$3.84M 0.15%
33,705
-3,108
195
$3.84M 0.15%
45,600
-397
196
$3.83M 0.15%
19,916
-483
197
$3.83M 0.15%
111,010
-4,089
198
$3.74M 0.14%
99,388
-2,019
199
$3.73M 0.14%
16,387
-3,024
200
$3.71M 0.14%
19,799
+209
6 7
8
9 10