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
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$10.1M
3 +$9.16M
4
AIR icon
AAR Corp
AIR
+$7.88M
5
POWL icon
Powell Industries
POWL
+$7.44M

Top Sells

1 +$12.1M
2 +$11.5M
3 +$10.9M
4
JBL icon
Jabil
JBL
+$10.7M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.1M

Sector Composition

1 Technology 22.82%
2 Financials 8.17%
3 Healthcare 7.27%
4 Consumer Discretionary 7%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4.89M 0.15%
76,245
-6,845
177
$4.86M 0.14%
9,608
-25
178
$4.86M 0.14%
122,149
-29,217
179
$4.85M 0.14%
8,771
-164
180
$4.71M 0.14%
18,289
-348
181
$4.7M 0.14%
126,687
+2,393
182
$4.65M 0.14%
24,185
+3,616
183
$4.65M 0.14%
35,089
+3,333
184
$4.61M 0.14%
78,042
-4,419
185
$4.55M 0.14%
16,963
+656
186
$4.49M 0.13%
26,524
-289
187
$4.48M 0.13%
70,838
+411
188
$4.48M 0.13%
37,679
+52
189
$4.47M 0.13%
70,707
+3,342
190
$4.47M 0.13%
76,961
+137
191
$4.46M 0.13%
19,254
-1,353
192
$4.44M 0.13%
101,709
+21,989
193
$4.41M 0.13%
96,418
+343
194
$4.35M 0.13%
31,800
-71
195
$4.35M 0.13%
27,976
+500
196
$4.25M 0.13%
88,427
-832
197
$4.22M 0.13%
23,165
-3,448
198
$4.19M 0.12%
81,797
-2,347
199
$4.17M 0.12%
29,594
+115
200
$4.17M 0.12%
16,316
+134