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
401
$1.24M 0.05%
1,462
+286
402
$1.24M 0.05%
12,416
+2,684
403
$1.24M 0.05%
3,740
+232
404
$1.23M 0.05%
30,872
-5,531
405
$1.23M 0.05%
17,036
-8
406
$1.23M 0.05%
7,100
-1,147
407
$1.22M 0.05%
24,694
+3,876
408
$1.21M 0.05%
18,246
+1,044
409
$1.21M 0.05%
31,015
+16,996
410
$1.21M 0.05%
13,581
+3,514
411
$1.21M 0.05%
30,625
+9,225
412
$1.2M 0.05%
12,053
+1,067
413
$1.19M 0.05%
13,896
-903
414
$1.18M 0.05%
33,687
+604
415
$1.18M 0.05%
23,622
+4,350
416
$1.17M 0.05%
26,310
+7,042
417
$1.17M 0.05%
44,810
+138
418
$1.16M 0.05%
25,041
-247
419
$1.15M 0.05%
5,339
+3,076
420
$1.15M 0.05%
62,049
+10,623
421
$1.13M 0.05%
3,460
+274
422
$1.13M 0.05%
8,762
+2,439
423
$1.12M 0.05%
53,380
+6,950
424
$1.11M 0.05%
10,664
+356
425
$1.11M 0.05%
30,940
+935
15 16
17
18 19