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
751
$449K 0.02%
9,431
-400
752
$449K 0.02%
7,029
+183
753
$449K 0.02%
4,320
-18
754
$448K 0.02%
7,162
-150
755
$448K 0.02%
7,850
+420
756
$446K 0.02%
13,753
+322
757
$443K 0.02%
13,637
+1,227
758
$441K 0.02%
3,677
+117
759
$441K 0.02%
21,307
+588
760
$440K 0.02%
7,330
+1,431
761
$440K 0.02%
2,111
-25
762
$439K 0.02%
19,955
-72
763
$438K 0.02%
2,226
+463
764
$438K 0.02%
1,279
-422
765
$438K 0.02%
+45,250
766
$437K 0.02%
6,504
-2,231
767
$437K 0.02%
3,077
-179
768
$436K 0.02%
9,231
-78
769
$436K 0.02%
+64,141
770
$435K 0.02%
6,031
+306
771
$434K 0.02%
9,771
+550
772
$434K 0.02%
4,949
-428
773
$433K 0.02%
7,607
+1,267
774
$433K 0.02%
10,857
+1,851
775
$432K 0.02%
12,115
-3,577
29 30
31
32 33