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
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.87M
3
+$5.14M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$4.47M
5
GS icon
Goldman Sachs
GS
+$4.29M

Top Sells

1
+$12.4M
2
+$11.8M
3
+$10.8M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.5M
5
CRWD icon
CrowdStrike
CRWD
+$9.27M

Sector Composition

1 Technology 20.34%
2 Financials 8.49%
3 Healthcare 7.34%
4 Consumer Discretionary 7.26%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.08M 0.12%
31,023
-861
202
$4.05M 0.12%
62,190
-2,024
203
$4.03M 0.12%
7,637
-308
204
$3.99M 0.12%
8,129
-851
205
$3.96M 0.12%
168,282
+16,312
206
$3.88M 0.12%
209,718
+146,788
207
$3.84M 0.11%
72,916
-8,881
208
$3.84M 0.11%
35,009
+253
209
$3.83M 0.11%
35,059
+939
210
$3.83M 0.11%
42,205
-4,749
211
$3.74M 0.11%
19,481
+429
212
$3.67M 0.11%
17,787
-721
213
$3.61M 0.11%
111,153
-92,843
214
$3.61M 0.11%
25,162
-18,267
215
$3.59M 0.11%
44,756
+1,187
216
$3.58M 0.11%
6,426
-56
217
$3.56M 0.11%
13,481
+600
218
$3.55M 0.11%
150,450
-124,126
219
$3.5M 0.1%
8,365
-1,444
220
$3.49M 0.1%
44,805
+485
221
$3.45M 0.1%
13,101
-260
222
$3.4M 0.1%
68,012
-2,174
223
$3.39M 0.1%
35,422
+676
224
$3.39M 0.1%
32,517
-451
225
$3.34M 0.1%
30,663
-1,281
7 8
9
10 11