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
476
$891K 0.04%
12,048
-421
477
$890K 0.04%
13,909
+709
478
$889K 0.04%
15,074
+1,118
479
$887K 0.04%
10,779
-1,498
480
$885K 0.04%
17,751
+1,225
481
$878K 0.04%
19,510
-325
482
$865K 0.04%
+10,347
483
$860K 0.04%
2,209
+592
484
$856K 0.04%
13,396
+8,554
485
$852K 0.04%
9,420
-107
486
$850K 0.04%
18,372
-19,950
487
$848K 0.04%
8,963
+107
488
$848K 0.04%
35,125
-115,505
489
$846K 0.04%
10,260
+821
490
$845K 0.04%
12,034
+2,818
491
$843K 0.04%
68,572
+43,932
492
$840K 0.04%
12,862
+1,351
493
$840K 0.04%
9,642
-281
494
$837K 0.04%
9,146
+646
495
$836K 0.04%
12,740
+634
496
$832K 0.03%
4,755
+1,428
497
$831K 0.03%
1,388
-231
498
$829K 0.03%
6,832
+203
499
$828K 0.03%
4,751
+21
500
$826K 0.03%
12,241
+5,106
18 19
20
21 22