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
651
$569K 0.02%
71,110
+1,461
652
$568K 0.02%
7,984
+1,884
653
$568K 0.02%
7,155
-191
654
$568K 0.02%
6,218
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655
$565K 0.02%
17,445
-30
656
$564K 0.02%
6,312
-495
657
$564K 0.02%
5,446
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658
$562K 0.02%
16,600
+34
659
$562K 0.02%
2,911
+105
660
$561K 0.02%
13,688
+4,446
661
$561K 0.02%
11,574
-1
662
$560K 0.02%
4,129
-11,877
663
$560K 0.02%
12,162
+693
664
$558K 0.02%
19,443
+287
665
$555K 0.02%
30,075
-3,589
666
$554K 0.02%
11,937
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667
$553K 0.02%
24,250
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668
$551K 0.02%
7,227
-198
669
$550K 0.02%
66,755
+37,955
670
$550K 0.02%
10,062
-32
671
$546K 0.02%
8,053
-4,457
672
$543K 0.02%
12,954
-560
673
$543K 0.02%
16,992
-11,970
674
$542K 0.02%
57,197
-5,197
675
$540K 0.02%
1,676
+131
25 26
27
28 29