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
526
$760K 0.03%
25,437
+3,232
527
$755K 0.03%
20,439
+2,280
528
$755K 0.03%
16,428
-51
529
$753K 0.03%
87,113
-31,886
530
$745K 0.03%
15,704
-422
531
$742K 0.03%
7,819
-186
532
$742K 0.03%
5,875
+604
533
$741K 0.03%
18,507
+1,212
534
$741K 0.03%
7,042
-3,535
535
$739K 0.03%
5,629
+46
536
$738K 0.03%
8,730
+2,244
537
$738K 0.03%
4,984
+39
538
$736K 0.03%
970
-112
539
$733K 0.03%
11,958
-2,865
540
$733K 0.03%
7,557
-5,665
541
$733K 0.03%
17,669
+5,925
542
$730K 0.03%
15,236
+2,507
543
$730K 0.03%
15,078
+14
544
$728K 0.03%
4,855
-174
545
$722K 0.03%
25,371
+1,168
546
$721K 0.03%
11,109
+2,917
547
$720K 0.03%
27,175
+1,935
548
$720K 0.03%
56,605
-38,961
549
$719K 0.03%
32,047
-303
550
$716K 0.03%
2,957
+468
20 21
22
23 24