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
626
$609K 0.03%
1,518
-286
627
$609K 0.03%
39,895
-25
628
$606K 0.03%
3,817
-840
629
$602K 0.03%
7,644
+124
630
$602K 0.03%
2,337
-328
631
$602K 0.03%
3,000
+608
632
$600K 0.03%
26,956
-22,736
633
$600K 0.03%
5,156
-80
634
$599K 0.03%
14,688
-1,000
635
$599K 0.03%
6,652
-2,020
636
$595K 0.02%
10,243
+1,378
637
$589K 0.02%
12,847
+895
638
$585K 0.02%
18,116
+374
639
$585K 0.02%
8,015
+567
640
$582K 0.02%
6,031
+372
641
$582K 0.02%
2,448
+149
642
$580K 0.02%
23,567
-1,613
643
$576K 0.02%
9,790
+104
644
$576K 0.02%
4,819
-631
645
$574K 0.02%
9,733
+73
646
$574K 0.02%
10,110
-95
647
$573K 0.02%
11,490
+1,990
648
$573K 0.02%
6,549
+412
649
$571K 0.02%
5,575
+303
650
$569K 0.02%
17,654
24 25
26
27 28