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
$3.2B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,221
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$25M
3
+$17.6M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
BND icon
Vanguard Total Bond Market
BND
+$8.11M

Top Sells

1
+$20.1M
2
+$9.81M
3
+$8.49M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$8.44M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$8.07M

Sector Composition

1 Technology 21.18%
2 Financials 8.85%
3 Healthcare 7.82%
4 Consumer Discretionary 7.35%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.34M 0.14%
37,627
+4,559
202
$4.33M 0.14%
26,553
+1,923
203
$4.31M 0.13%
84,144
+28,249
204
$4.31M 0.13%
89,259
-23,551
205
$4.24M 0.13%
16,307
+1,231
206
$4.14M 0.13%
33,542
-9,296
207
$4.12M 0.13%
46,943
+2,595
208
$4.11M 0.13%
65,178
-6,834
209
$4.09M 0.13%
70,427
+1,127
210
$3.98M 0.12%
20,774
+19,446
211
$3.96M 0.12%
20,569
+2,501
212
$3.93M 0.12%
23,200
-27,456
213
$3.92M 0.12%
16,182
+1,471
214
$3.92M 0.12%
+79,720
215
$3.89M 0.12%
133,295
+10,106
216
$3.87M 0.12%
118,513
-23,900
217
$3.85M 0.12%
23,349
+15,038
218
$3.75M 0.12%
6,692
-4
219
$3.7M 0.12%
49,861
+779
220
$3.68M 0.11%
4,825
-1,165
221
$3.64M 0.11%
8,829
+1,156
222
$3.63M 0.11%
9,169
+1,510
223
$3.55M 0.11%
10,567
-843
224
$3.51M 0.11%
39,716
-9
225
$3.48M 0.11%
152,624
+63,463
7 8
9
10 11