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
726
$471K 0.02%
2,624
-621
727
$471K 0.02%
7,314
+1,564
728
$470K 0.02%
15,743
+710
729
$468K 0.02%
+10,292
730
$468K 0.02%
3,300
-338
731
$468K 0.02%
23,448
-23,662
732
$466K 0.02%
2,633
+38
733
$466K 0.02%
11,938
+2
734
$465K 0.02%
3,790
-2,566
735
$464K 0.02%
13,585
736
$463K 0.02%
14,090
+3,525
737
$461K 0.02%
290,177
-6,222
738
$461K 0.02%
18,812
+5,834
739
$460K 0.02%
+10,845
740
$459K 0.02%
5,631
-6,484
741
$459K 0.02%
28,643
+1,116
742
$456K 0.02%
15,608
-3,744
743
$456K 0.02%
2,254
-497
744
$456K 0.02%
7,964
+645
745
$455K 0.02%
16,430
+2,324
746
$455K 0.02%
2,425
+129
747
$453K 0.02%
9,365
-958
748
$453K 0.02%
15,419
+324
749
$451K 0.02%
27,945
-18,163
750
$450K 0.02%
20,129
-1,592
28 29
30
31 32