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
1
$90.4M 3.44%
469,682
+2,791
2
$75.7M 2.88%
201,390
+1,275
3
$51.3M 1.95%
337,518
+7,319
4
$50.1M 1.91%
104,989
+8,440
5
$43.4M 1.65%
876,980
+22,660
6
$35.5M 1.35%
635,432
+8,862
7
$25.8M 0.98%
183,039
-2,680
8
$24.8M 0.94%
221,830
-3,970
9
$22.2M 0.85%
42,260
+1,172
10
$21.7M 0.83%
127,441
-41,865
11
$19.4M 0.74%
125,451
-939
12
$19.2M 0.73%
43,688
-42
13
$18.6M 0.71%
285,204
-1,925
14
$18.4M 0.7%
45,012
-1,509
15
$17.8M 0.68%
50,391
+3,229
16
$17.8M 0.68%
37,447
+1,508
17
$17.3M 0.66%
66,519
+3,600
18
$17.1M 0.65%
291,942
-3,458
19
$16.2M 0.62%
476,730
-1,588
20
$15.9M 0.61%
113,809
+3,909
21
$15.2M 0.58%
152,065
-4,630
22
$14.9M 0.57%
588,801
-5,889
23
$13.8M 0.53%
81,528
-11,154
24
$13.6M 0.52%
23,353
+4,792
25
$13.6M 0.52%
124,684
-4,120
1
2 3 4 5