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
351
$1.45M 0.06%
6,587
+72
352
$1.45M 0.06%
23,575
-7,259
353
$1.45M 0.06%
6,257
-436
354
$1.43M 0.06%
69,474
+12,013
355
$1.43M 0.06%
21,673
-4,468
356
$1.42M 0.06%
21,515
-1,536
357
$1.41M 0.06%
+41,740
358
$1.41M 0.06%
43,036
+8,392
359
$1.41M 0.06%
9,567
-1,596
360
$1.41M 0.06%
40,848
+2,974
361
$1.41M 0.06%
13,386
+3,630
362
$1.41M 0.06%
10,360
-132
363
$1.4M 0.06%
14,099
-832
364
$1.39M 0.06%
10,943
+2,637
365
$1.38M 0.06%
27,036
-412
366
$1.38M 0.06%
35,290
-696
367
$1.38M 0.06%
13,060
-14,874
368
$1.37M 0.06%
22,601
-682
369
$1.36M 0.06%
18,104
-1,649
370
$1.36M 0.06%
80,512
+1,097
371
$1.35M 0.06%
24,380
-1,242
372
$1.34M 0.06%
13,709
+1,899
373
$1.33M 0.06%
43,768
-2,304
374
$1.33M 0.06%
3,962
+155
375
$1.32M 0.06%
26,304
-4,269
13 14
15
16 17