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
26
$14.7M 0.61%
310,185
-25,845
27
$14.6M 0.61%
70,155
+3,639
28
$14.3M 0.6%
46,170
+1,909
29
$14.1M 0.59%
166,390
+1,527
30
$11.6M 0.48%
21,210
+879
31
$10.8M 0.45%
116,405
+2,103
32
$10.8M 0.45%
40,427
+2,157
33
$10.8M 0.45%
308,462
+45,866
34
$10.7M 0.45%
44,666
-91
35
$10.2M 0.43%
93,049
-1,634
36
$10.2M 0.43%
117,285
+4,005
37
$10.2M 0.43%
115,474
-3,527
38
$10M 0.42%
31,760
+379
39
$9.98M 0.42%
253,219
-17,756
40
$9.61M 0.4%
26,261
+564
41
$9.47M 0.4%
116,710
+2,480
42
$9.38M 0.39%
52,285
-1,292
43
$9.38M 0.39%
92,959
+6,813
44
$9.33M 0.39%
211,934
-13,450
45
$9.06M 0.38%
227,105
-8,037
46
$8.94M 0.37%
19,573
+4,174
47
$8.79M 0.37%
17,144
-688
48
$8.75M 0.37%
26,409
+6,220
49
$8.48M 0.36%
70,456
-7,059
50
$8.45M 0.35%
192,340
+22,962
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