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
$3.36B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.1M
3
+$9.16M
4
AIR icon
AAR Corp
AIR
+$7.88M
5
POWL icon
Powell Industries
POWL
+$7.44M

Top Sells

1
+$12.1M
2
+$11.5M
3
+$10.9M
4
JBL icon
Jabil
JBL
+$10.7M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.1M

Sector Composition

1 Technology 22.82%
2 Financials 8.17%
3 Healthcare 7.27%
4 Consumer Discretionary 7%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.15M 0.12%
228,353
-7,049
202
$4.09M 0.12%
13,691
+116
203
$4.08M 0.12%
76,985
-83,811
204
$4.07M 0.12%
20,940
+166
205
$4.05M 0.12%
139,635
+6,340
206
$4.04M 0.12%
5,137
+312
207
$4.01M 0.12%
35,731
-34,727
208
$3.99M 0.12%
8,980
-2,399
209
$3.99M 0.12%
122,536
+4,023
210
$3.96M 0.12%
56,665
+21,121
211
$3.94M 0.12%
50,667
-33,520
212
$3.93M 0.12%
18,437
-4,284
213
$3.91M 0.12%
31,884
-1,658
214
$3.86M 0.11%
56,718
+29,333
215
$3.81M 0.11%
30,243
+385
216
$3.76M 0.11%
34,120
+24,094
217
$3.73M 0.11%
46,954
+11
218
$3.71M 0.11%
24,463
+1,114
219
$3.7M 0.11%
61,360
-3,818
220
$3.68M 0.11%
9,809
+980
221
$3.65M 0.11%
6,482
-210
222
$3.6M 0.11%
18,508
-35
223
$3.58M 0.11%
+145,159
224
$3.5M 0.1%
19,052
-3,520
225
$3.47M 0.1%
17,099
+4,098
7 8
9
10 11