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
551
$716K 0.03%
9,984
+665
552
$714K 0.03%
1,885
+130
553
$713K 0.03%
9,328
+286
554
$706K 0.03%
57,848
+18,535
555
$706K 0.03%
+19,471
556
$705K 0.03%
24,430
+740
557
$702K 0.03%
48,908
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558
$701K 0.03%
7,693
-1,632
559
$700K 0.03%
38,890
-3,197
560
$700K 0.03%
24,160
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561
$700K 0.03%
30,717
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562
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41,266
+8,479
563
$700K 0.03%
26,866
-1,179
564
$696K 0.03%
12,040
+4,800
565
$696K 0.03%
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566
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567
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7,890
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568
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569
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+28,482
570
$688K 0.03%
1,825
-386
571
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20,433
+2,354
572
$685K 0.03%
3,576
+1,415
573
$682K 0.03%
2,198
+117
574
$681K 0.03%
18,385
+1,583
575
$679K 0.03%
26,378
-2,715
21 22
23
24 25