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
501
$824K 0.03%
7,621
+1,195
502
$821K 0.03%
21,610
-440
503
$821K 0.03%
23,466
-7,874
504
$809K 0.03%
36,883
-24,845
505
$807K 0.03%
10,790
+414
506
$805K 0.03%
41,825
-16,344
507
$798K 0.03%
69,390
-2,359
508
$798K 0.03%
28,750
+200
509
$796K 0.03%
25,710
-1,799
510
$795K 0.03%
9,624
+917
511
$794K 0.03%
20,514
+2,016
512
$791K 0.03%
22,511
+2,444
513
$790K 0.03%
11,238
-9,605
514
$786K 0.03%
11,750
+1,201
515
$782K 0.03%
22,185
-309
516
$780K 0.03%
11,875
+315
517
$780K 0.03%
63,708
-5,996
518
$777K 0.03%
12,450
+1,364
519
$775K 0.03%
4,903
-124
520
$775K 0.03%
36,977
-6,861
521
$773K 0.03%
10,627
-1,501
522
$772K 0.03%
15,085
-730
523
$772K 0.03%
27,373
-3,084
524
$767K 0.03%
+2,743
525
$764K 0.03%
13,538
-362
19 20
21
22 23