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
$2.39B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$4.27M
3
+$4.25M
4
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$4.13M
5
THG icon
Hanover Insurance
THG
+$4.02M

Top Sells

1
+$11.4M
2
+$4.94M
3
+$4.49M
4
GIS icon
General Mills
GIS
+$4.26M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$3.97M

Sector Composition

1 Technology 16.6%
2 Healthcare 10.64%
3 Financials 8.93%
4 Consumer Discretionary 6.63%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.65M 0.11%
6,189
-481
227
$2.65M 0.11%
26,146
-232
228
$2.62M 0.11%
23,375
-45
229
$2.59M 0.11%
+54,665
230
$2.59M 0.11%
19,488
-315
231
$2.59M 0.11%
22,385
-1,743
232
$2.57M 0.11%
33,028
-7,199
233
$2.56M 0.11%
20,560
-850
234
$2.56M 0.11%
24,533
+73
235
$2.56M 0.11%
31,050
-1,298
236
$2.54M 0.11%
35,510
+1,183
237
$2.53M 0.11%
34,017
+19,080
238
$2.49M 0.1%
36,507
+989
239
$2.46M 0.1%
22,692
+1,484
240
$2.45M 0.1%
59,413
-1,182
241
$2.44M 0.1%
21,807
-53
242
$2.43M 0.1%
24,970
-268
243
$2.43M 0.1%
26,199
+4,245
244
$2.43M 0.1%
108,612
+3,997
245
$2.41M 0.1%
40,965
-22,874
246
$2.4M 0.1%
36,981
-21,646
247
$2.38M 0.1%
31,960
+1,141
248
$2.38M 0.1%
44,430
-850
249
$2.38M 0.1%
167,350
+693
250
$2.37M 0.1%
74,515
-5,263
8 9
10
11 12