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
776
$427K 0.02%
5,450
+1,040
777
$426K 0.02%
2,877
+253
778
$426K 0.02%
4,124
-305
779
$424K 0.02%
12,451
-2,286
780
$424K 0.02%
4,464
+120
781
$424K 0.02%
14,749
-3,687
782
$423K 0.02%
3,125
-74
783
$420K 0.02%
26,170
+1,924
784
$418K 0.02%
10,318
+745
785
$418K 0.02%
6,467
+386
786
$417K 0.02%
5,312
-177
787
$416K 0.02%
1,740
-51
788
$415K 0.02%
34,968
-371
789
$414K 0.02%
21,900
790
$414K 0.02%
5,383
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791
$414K 0.02%
7,847
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792
$412K 0.02%
22,650
+1,478
793
$412K 0.02%
8,663
-504
794
$410K 0.02%
2,441
-352
795
$410K 0.02%
1,536
+143
796
$410K 0.02%
1,481
+437
797
$407K 0.02%
29,652
798
$406K 0.02%
36,328
+49
799
$406K 0.02%
2,427
-299
800
$406K 0.02%
14,530
-839
30 31
32
33 34