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
576
$677K 0.03%
34,320
-34,216
577
$676K 0.03%
3,298
-291
578
$676K 0.03%
30,423
+4,000
579
$674K 0.03%
14,164
+2,113
580
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4,704
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581
$670K 0.03%
27,575
+11,458
582
$669K 0.03%
6,903
+1,076
583
$669K 0.03%
7,200
-680
584
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23,025
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$667K 0.03%
9,606
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586
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13,547
-16,224
587
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15,108
-2,286
588
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589
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7,065
-606
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29,481
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591
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14,475
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592
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26,667
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593
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594
$657K 0.03%
+26,159
595
$655K 0.03%
21,375
-8,009
596
$655K 0.03%
4,023
+18
597
$655K 0.03%
3,729
-270
598
$654K 0.03%
6,049
+1,220
599
$653K 0.03%
6,971
+628
600
$652K 0.03%
13,000
-22,095
22 23
24
25 26