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
326
$1.64M 0.07%
95,929
+37,406
327
$1.64M 0.07%
+15,574
328
$1.63M 0.07%
9,332
+1,219
329
$1.63M 0.07%
88,051
+9,522
330
$1.61M 0.07%
6,343
+466
331
$1.61M 0.07%
59,526
-21,142
332
$1.59M 0.07%
31,411
+4,701
333
$1.57M 0.07%
10,286
+483
334
$1.56M 0.07%
8,454
+589
335
$1.56M 0.07%
17,885
-516
336
$1.56M 0.07%
21,090
+2,370
337
$1.56M 0.07%
17,292
+382
338
$1.54M 0.06%
26,606
-31,058
339
$1.53M 0.06%
11,299
+132
340
$1.53M 0.06%
16,873
-725
341
$1.53M 0.06%
35,493
-7,026
342
$1.52M 0.06%
40,579
-3,108
343
$1.52M 0.06%
2,959
-172
344
$1.51M 0.06%
20,487
-1,507
345
$1.5M 0.06%
12,405
+43
346
$1.49M 0.06%
45,396
+368
347
$1.49M 0.06%
19,739
+14,696
348
$1.48M 0.06%
16,392
+1,274
349
$1.47M 0.06%
23,746
+3,066
350
$1.46M 0.06%
20,492
-2,639
12 13
14
15 16