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
701
$509K 0.02%
16,378
+7,337
702
$506K 0.02%
8,736
-527
703
$506K 0.02%
8,453
+532
704
$505K 0.02%
54,995
+17,500
705
$504K 0.02%
2,462
-476
706
$504K 0.02%
11,069
-1,630
707
$504K 0.02%
2,856
-543
708
$503K 0.02%
+18,781
709
$502K 0.02%
10,633
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710
$500K 0.02%
6,361
-664
711
$499K 0.02%
22,454
+194
712
$495K 0.02%
3,567
+1,671
713
$492K 0.02%
4,036
+368
714
$492K 0.02%
6,968
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715
$491K 0.02%
15,851
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716
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4,142
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717
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3,921
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718
$487K 0.02%
7,853
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719
$485K 0.02%
3,961
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720
$480K 0.02%
10,765
+3,898
721
$478K 0.02%
2,690
-155
722
$478K 0.02%
3,044
+933
723
$475K 0.02%
12,364
+312
724
$474K 0.02%
4,196
-820
725
$473K 0.02%
32,157
+1,521
27 28
29
30 31