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
$2.63B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,149
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.73M
3
+$4.58M
4
RF icon
Regions Financial
RF
+$4.29M
5
TSCO icon
Tractor Supply
TSCO
+$4.17M

Top Sells

1
+$11.7M
2
+$7.87M
3
+$7.61M
4
JPM icon
JPMorgan Chase
JPM
+$7.12M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.74M

Sector Composition

1 Technology 20.8%
2 Financials 8.99%
3 Healthcare 7.66%
4 Consumer Discretionary 7.15%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.7M 0.14%
28,348
+686
202
$3.67M 0.14%
62,320
-5,145
203
$3.65M 0.14%
44,348
-3,559
204
$3.65M 0.14%
6,696
+218
205
$3.59M 0.14%
69,458
+9,679
206
$3.58M 0.14%
15,076
+2,068
207
$3.56M 0.14%
38,905
-11,314
208
$3.53M 0.13%
24,266
-188
209
$3.48M 0.13%
33,068
+1,954
210
$3.38M 0.13%
21,813
-4,940
211
$3.36M 0.13%
156,161
+25,709
212
$3.31M 0.13%
12,654
+349
213
$3.25M 0.12%
123,189
+13,320
214
$3.25M 0.12%
49,082
-1,356
215
$3.23M 0.12%
11,410
-161
216
$3.21M 0.12%
89,466
+43,369
217
$3.19M 0.12%
9,466
-1,362
218
$3.16M 0.12%
39,725
-4,095
219
$3.13M 0.12%
17,840
+8,285
220
$3.11M 0.12%
10,807
+355
221
$3.09M 0.12%
123,108
+27,275
222
$3.08M 0.12%
24,541
-487
223
$3.08M 0.12%
13,407
-1,097
224
$3.07M 0.12%
7,673
+463
225
$3.06M 0.12%
24,488
+5,442
7 8
9
10 11