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
426
$1.1M 0.05%
14,296
-288
427
$1.1M 0.05%
+50,435
428
$1.1M 0.05%
38,850
+3,053
429
$1.1M 0.05%
21,997
-5,954
430
$1.1M 0.05%
45,184
-6,459
431
$1.08M 0.05%
101,500
+44,000
432
$1.07M 0.04%
8,046
+6,360
433
$1.06M 0.04%
13,709
+4,296
434
$1.06M 0.04%
21,038
+3,478
435
$1.06M 0.04%
98,521
-76,157
436
$1.05M 0.04%
427
-66
437
$1.05M 0.04%
14,057
-587
438
$1.05M 0.04%
20,594
+57
439
$1.04M 0.04%
8,301
+587
440
$1.04M 0.04%
8,172
+750
441
$1.04M 0.04%
73,843
+10,764
442
$1.04M 0.04%
21,072
+1
443
$1.04M 0.04%
4,500
+707
444
$1.03M 0.04%
8,590
+601
445
$1.03M 0.04%
19,943
+760
446
$1.01M 0.04%
106,945
+39,701
447
$1.01M 0.04%
37,864
448
$1M 0.04%
6,912
+99
449
$996K 0.04%
17,491
+1,946
450
$993K 0.04%
5,047
+1,506
16 17
18
19 20