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
$2.23B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.33M
3
+$6.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.03M
5
COIN icon
Coinbase
COIN
+$4.44M

Top Sells

1
+$7.04M
2
+$5.89M
3
+$5.26M
4
GS icon
Goldman Sachs
GS
+$5.18M
5
PPL icon
PPL Corp
PPL
+$4.47M

Sector Composition

1 Technology 17.27%
2 Healthcare 10.07%
3 Financials 7.68%
4 Consumer Discretionary 6.99%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.91M 0.13%
8,625
+4,863
202
$2.88M 0.13%
25,324
+278
203
$2.88M 0.13%
46,348
+298
204
$2.84M 0.13%
143,081
+11,485
205
$2.77M 0.12%
27,182
-4,738
206
$2.77M 0.12%
5,819
+2,806
207
$2.73M 0.12%
23,254
+3,368
208
$2.73M 0.12%
55,659
-1,106
209
$2.67M 0.12%
17,607
-2,171
210
$2.64M 0.12%
22,271
+437
211
$2.64M 0.12%
20,143
-278
212
$2.6M 0.12%
22,110
-3,165
213
$2.59M 0.12%
23,933
+6,226
214
$2.56M 0.11%
78,305
+2,107
215
$2.54M 0.11%
27,867
+2,473
216
$2.51M 0.11%
22,179
+2,182
217
$2.51M 0.11%
21,006
+1,894
218
$2.49M 0.11%
19,617
-696
219
$2.48M 0.11%
30,748
+10,958
220
$2.45M 0.11%
26,936
+2,661
221
$2.4M 0.11%
52,264
+593
222
$2.4M 0.11%
76,432
-6,940
223
$2.4M 0.11%
38,205
+2,317
224
$2.39M 0.11%
57,676
+3,643
225
$2.36M 0.11%
40,086
-5,463
7 8
9
10 11