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
301
$1.8M 0.08%
18,693
-1,072
302
$1.79M 0.07%
21,677
+1,674
303
$1.79M 0.07%
6,802
-549
304
$1.79M 0.07%
12,629
+819
305
$1.78M 0.07%
9,184
-1,151
306
$1.78M 0.07%
129,894
+32
307
– –
-16,381
308
$1.76M 0.07%
7,113
+2,312
309
$1.75M 0.07%
11,997
+7,675
310
$1.74M 0.07%
156,621
-77,996
311
$1.74M 0.07%
5,424
-1,651
312
$1.74M 0.07%
13,553
-37
313
$1.73M 0.07%
29,560
+2,968
314
$1.72M 0.07%
9,895
-419
315
$1.71M 0.07%
56,308
+1,452
316
$1.7M 0.07%
44,676
+8,558
317
$1.69M 0.07%
55,511
+3,903
318
$1.69M 0.07%
51,320
-8,567
319
$1.69M 0.07%
17,734
+1,016
320
$1.69M 0.07%
152,563
+23,917
321
$1.67M 0.07%
7,817
+725
322
$1.66M 0.07%
19,574
-2,242
323
$1.66M 0.07%
36,716
-14,826
324
$1.66M 0.07%
31,036
-5,752
325
$1.65M 0.07%
97,947
-215,692
11 12
13
14 15