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
276
$2.05M 0.09%
9,544
+1,028
277
$2.04M 0.09%
32,519
-590
278
$2.02M 0.08%
40,245
+3,200
279
$2.01M 0.08%
15,565
+344
280
$2M 0.08%
48,917
+17,295
281
$1.99M 0.08%
13,376
-1,321
282
$1.96M 0.08%
53,736
+16,092
283
$1.95M 0.08%
23,537
-162
284
$1.94M 0.08%
9,524
+116
285
$1.93M 0.08%
16,896
-821
286
$1.92M 0.08%
24,699
+1,507
287
$1.92M 0.08%
19,971
+431
288
$1.91M 0.08%
31,317
+150
289
$1.91M 0.08%
19,342
-1,293
290
$1.91M 0.08%
71,436
-1,451
291
$1.9M 0.08%
11,603
-656
292
$1.9M 0.08%
12,039
-1,204
293
$1.89M 0.08%
34,615
+3,052
294
$1.86M 0.08%
1,289
+2
295
$1.86M 0.08%
14,303
-194
296
$1.85M 0.08%
35,988
-844
297
$1.84M 0.08%
29,140
-10,223
298
$1.83M 0.08%
39,293
-940
299
$1.81M 0.08%
44,785
-45
300
$1.8M 0.08%
73,699
-5,278
10 11
12
13 14