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
801
$405K 0.02%
5,004
+239
802
$405K 0.02%
8,965
+377
803
$402K 0.02%
565
+196
804
$401K 0.02%
9,328
-155
805
$401K 0.02%
2,345
-317
806
$401K 0.02%
12,186
-4,427
807
$400K 0.02%
8,364
-1,564
808
$400K 0.02%
5,048
+227
809
$398K 0.02%
1,887
-263
810
$397K 0.02%
19,068
+8,106
811
$396K 0.02%
5,792
+357
812
$396K 0.02%
4,861
-260
813
$395K 0.02%
17,046
-751
814
$395K 0.02%
11,395
815
$394K 0.02%
18,680
+46
816
$393K 0.02%
45,000
817
– –
-24,358
818
$392K 0.02%
10,771
+829
819
$392K 0.02%
20,261
+3,792
820
$391K 0.02%
297
+93
821
$390K 0.02%
5,529
-861
822
$390K 0.02%
48,423
-25,878
823
$390K 0.02%
7,492
-1,683
824
$390K 0.02%
8,926
-1,901
825
$389K 0.02%
8,831
+1
31 32
33
34 35