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
451
$990K 0.04%
8,745
+1,796
452
$984K 0.04%
1,364
-94
453
$983K 0.04%
7,751
-686
454
$980K 0.04%
8,629
+575
455
$978K 0.04%
25,796
-70,317
456
$973K 0.04%
44,475
457
$969K 0.04%
15,330
-1,124
458
$966K 0.04%
21,542
-13,420
459
$964K 0.04%
3,940
-37
460
$955K 0.04%
33,550
+1
461
$952K 0.04%
13,056
-3,531
462
$948K 0.04%
27,315
+448
463
$937K 0.04%
2
464
$931K 0.04%
7,064
-6
465
$928K 0.04%
14,761
-198
466
$927K 0.04%
20,686
-4,182
467
$921K 0.04%
21,910
+4,150
468
$915K 0.04%
19,029
+6,263
469
$913K 0.04%
35,846
+1,403
470
$912K 0.04%
50,685
+2,121
471
$911K 0.04%
3,536
+757
472
$907K 0.04%
26,939
+466
473
$907K 0.04%
9,043
+712
474
$901K 0.04%
26,102
+5,772
475
$896K 0.04%
10,432
17 18
19
20 21