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
376
$1.31M 0.06%
26,847
-101,026
377
$1.31M 0.05%
43,160
-750
378
$1.31M 0.05%
5,269
-249
379
$1.3M 0.05%
45,623
-515
380
$1.3M 0.05%
6,136
-10,837
381
$1.3M 0.05%
8,722
+298
382
$1.29M 0.05%
32,903
+3,757
383
$1.29M 0.05%
13,009
+265
384
$1.29M 0.05%
7,044
+69
385
$1.28M 0.05%
6,161
+399
386
$1.28M 0.05%
80,519
-889
387
$1.27M 0.05%
96,166
+4,125
388
$1.27M 0.05%
24,235
+2,573
389
$1.26M 0.05%
78,036
-4,396
390
$1.26M 0.05%
32,364
-18,144
391
$1.26M 0.05%
3,788
-441
392
$1.25M 0.05%
16,288
-2,328
393
$1.25M 0.05%
9,782
+4,193
394
$1.25M 0.05%
25,020
-77
395
$1.25M 0.05%
21,308
+4,180
396
$1.25M 0.05%
33,034
+2,728
397
$1.24M 0.05%
41,395
-41,871
398
$1.24M 0.05%
38,676
-20,384
399
$1.24M 0.05%
45,819
+2,604
400
$1.24M 0.05%
5,670
+614
14 15
16
17 18