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
$1.99B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$4.85M
3
+$4.53M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.02M
5
O icon
Realty Income
O
+$3.74M

Top Sells

1
+$6.72M
2
+$5.96M
3
+$3.95M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 18.7%
2 Financials 8.2%
3 Healthcare 7%
4 Communication Services 6.73%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.88M 0.14%
22,124
+2,220
202
$2.87M 0.14%
15,231
+149
203
$2.82M 0.14%
4,079
-283
204
$2.79M 0.14%
60,944
+15,265
205
$2.75M 0.14%
20,344
+16,598
206
$2.75M 0.14%
69,029
-10,627
207
$2.74M 0.14%
33,774
+723
208
$2.73M 0.14%
11,274
+856
209
$2.71M 0.14%
21,132
-7
210
$2.69M 0.13%
20,258
+459
211
$2.68M 0.13%
6,761
-1,026
212
$2.67M 0.13%
25,460
+280
213
$2.66M 0.13%
50,007
-3,458
214
$2.63M 0.13%
41,745
-61,709
215
$2.61M 0.13%
27,472
+3,241
216
$2.6M 0.13%
63,113
+15,125
217
$2.58M 0.13%
101,239
+42,497
218
$2.55M 0.13%
26,209
+287
219
$2.54M 0.13%
12,192
+460
220
$2.51M 0.13%
44,550
-186
221
$2.49M 0.12%
94,367
-29,824
222
$2.47M 0.12%
27,102
+14,598
223
$2.47M 0.12%
17,526
+8,559
224
$2.45M 0.12%
17,587
-2,539
225
$2.45M 0.12%
51,621
-1,821
7 8
9
10 11