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
$2.5B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21M
3
+$18.8M
4
ADP icon
Automatic Data Processing
ADP
+$13.4M
5
MCD icon
McDonald's
MCD
+$11.8M

Top Sells

1
+$6.83M
2
+$6.65M
3
+$6.53M
4
TRMB icon
Trimble
TRMB
+$5.9M
5
BBWI icon
Bath & Body Works
BBWI
+$4.9M

Sector Composition

1 Technology 19.12%
2 Healthcare 7.86%
3 Consumer Discretionary 7.78%
4 Financials 7.63%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,768
2027
– –
-891
2028
– –
-1,770
2029
– –
-115
2030
– –
-35
2031
– –
-215
2032
– –
-144
2033
– –
-10
2034
– –
-250
2035
– –
-653
2036
– –
-100
2037
– –
-181
2038
– –
-300
2039
– –
-60
2040
– –
-200
2041
– –
-3,100
2042
– –
-463
2043
– –
-549
2044
– –
-75
2045
– –
-25
2046
– –
-22
2047
– –
-9
2048
– –
-2,350
2049
– –
-1,453
2050
– –
-1,506
80 81
82
83 84