SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.66B
1-Year Est. Return 23.12%
This Fund
S&P 500
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
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
601
$651K 0.03%
9,936
+965
602
$651K 0.03%
8,312
-188
603
$649K 0.03%
+6,154
604
$646K 0.03%
4,454
+120
605
$644K 0.03%
10,776
-201
606
$640K 0.03%
8,587
+214
607
$640K 0.03%
25,961
+958
608
$637K 0.03%
6,028
-172
609
$637K 0.03%
1,792
+156
610
$636K 0.03%
2,834
+186
611
$633K 0.03%
26,573
+2,062
612
$631K 0.03%
26,670
-5,886
613
$630K 0.03%
59,548
+9,214
614
$628K 0.03%
2,570
-30
615
$627K 0.03%
6,543
+2,199
616
$621K 0.03%
7,480
+2,200
617
$620K 0.03%
10,041
-566
618
$619K 0.03%
4,521
+284
619
$617K 0.03%
31,375
+1,800
620
$616K 0.03%
19,983
-44
621
$615K 0.03%
2,992
+243
622
$612K 0.03%
14,716
-2,025
623
$611K 0.03%
61,264
-22,629
624
$610K 0.03%
20,467
-1,745
625
$609K 0.03%
8,484
-3,074
23 24
25
26 27