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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.05M 0.16%
235,402
+79,241
177
$4.97M 0.16%
96,075
+16,939
178
$4.95M 0.15%
124,294
+13,284
179
$4.89M 0.15%
28,914
+748
180
$4.88M 0.15%
115,780
+16,392
181
$4.85M 0.15%
29,479
-1,737
182
$4.84M 0.15%
49,675
+4,075
183
$4.84M 0.15%
42,133
-16,712
184
$4.84M 0.15%
22,721
+698
185
$4.81M 0.15%
16,921
+6,114
186
$4.77M 0.15%
53,785
+14,880
187
$4.74M 0.15%
19,061
+5,654
188
$4.72M 0.15%
13,575
-292
189
$4.71M 0.15%
67,365
+2,656
190
$4.7M 0.15%
26,813
-1,846
191
$4.69M 0.15%
20,607
+808
192
$4.54M 0.14%
11,379
+1,913
193
$4.51M 0.14%
9,432
-239
194
$4.49M 0.14%
29,858
+5,592
195
$4.44M 0.14%
27,476
+5,663
196
$4.4M 0.14%
82,006
+12,548
197
$4.4M 0.14%
31,756
+3,408
198
$4.39M 0.14%
22,572
+16,092
199
$4.38M 0.14%
31,871
-3,877
200
$4.36M 0.14%
96,538
+7,380
6 7
8
9 10