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
51
$8.42M 0.35%
83,231
+1,358
52
$8.4M 0.35%
97,814
-1,387
53
$8.23M 0.34%
24,448
+2,310
54
$8.2M 0.34%
53,370
-1,091
55
$8.1M 0.34%
131,430
-3,340
56
$7.97M 0.33%
95,370
-4,585
57
$7.97M 0.33%
56,588
+2,716
58
$7.92M 0.33%
37,154
-189
59
$7.84M 0.33%
20,910
-1,039
60
$7.7M 0.32%
94,255
+197
61
$7.63M 0.32%
21,936
-425
62
$7.6M 0.32%
115,501
+6,232
63
$7.56M 0.32%
68,895
+3,887
64
$7.55M 0.32%
127,061
-1,288
65
$7.54M 0.32%
35,167
+1,441
66
$7.47M 0.31%
156,698
+726
67
$7.45M 0.31%
49,100
+19,063
68
$7.44M 0.31%
13,508
+1,408
69
$7.36M 0.31%
98,256
+1,828
70
$7.3M 0.31%
173,909
+728
71
$7.27M 0.3%
14,941
-62
72
$7.19M 0.3%
148,665
-550
73
$7.15M 0.3%
35,890
+1,681
74
$7.09M 0.3%
71,499
-1,259
75
$7.07M 0.3%
72,324
-36,319
1 2
3
4 5