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
676
$540K 0.02%
8,856
+3,869
677
$540K 0.02%
33,615
+18,271
678
$539K 0.02%
9,585
-2,250
679
$539K 0.02%
1,864
-531
680
$538K 0.02%
141,592
+64,964
681
$537K 0.02%
4,768
+306
682
$537K 0.02%
10,748
-1,134
683
$537K 0.02%
1,916
+29
684
$536K 0.02%
1,153
+18
685
$534K 0.02%
12,854
+1
686
$534K 0.02%
25,966
+699
687
$532K 0.02%
29,621
+9,625
688
$530K 0.02%
2,511
-25
689
$528K 0.02%
+6,895
690
$528K 0.02%
32,750
-5,208
691
$527K 0.02%
37,879
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692
$526K 0.02%
11,316
-18,963
693
$526K 0.02%
4,867
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694
$524K 0.02%
6,322
-580
695
$519K 0.02%
32,725
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696
$518K 0.02%
3,692
+167
697
$517K 0.02%
2,263
-284
698
$517K 0.02%
10,185
+1,412
699
$512K 0.02%
62,551
-120
700
$510K 0.02%
3,703
+226
26 27
28
29 30