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
251
$2.37M 0.1%
+11,263
252
$2.36M 0.1%
34,741
+1,976
253
$2.35M 0.1%
53,881
-9,341
254
$2.33M 0.1%
36,358
-4,583
255
$2.32M 0.1%
59,880
-27,204
256
$2.3M 0.1%
5,927
+734
257
$2.27M 0.1%
48,612
-12,136
258
$2.27M 0.1%
6,959
+2,679
259
$2.26M 0.09%
30,441
+199
260
$2.23M 0.09%
13,867
-11,246
261
$2.22M 0.09%
6,955
-5,115
262
$2.21M 0.09%
64,591
-3,861
263
$2.19M 0.09%
13,255
-109
264
$2.18M 0.09%
9,257
-498
265
$2.16M 0.09%
20,622
+2,510
266
$2.16M 0.09%
82,961
+1,780
267
$2.15M 0.09%
6,973
+145
268
$2.14M 0.09%
29,871
+3,429
269
$2.14M 0.09%
47,891
-2,226
270
$2.1M 0.09%
17,897
+4,356
271
$2.08M 0.09%
100,865
+9,027
272
$2.08M 0.09%
33,147
-683
273
$2.07M 0.09%
11,073
+1,607
274
$2.06M 0.09%
10,766
+19
275
$2.05M 0.09%
27,260
+20,631
9 10
11
12 13