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
826
$388K 0.02%
16,228
+987
827
$387K 0.02%
3,782
-216
828
$386K 0.02%
1,645
-20
829
$386K 0.02%
589
+14
830
$385K 0.02%
7,479
+100
831
$385K 0.02%
11,997
-1,416
832
$383K 0.02%
5,833
-3,966
833
$382K 0.02%
34,453
+11,859
834
$382K 0.02%
7,709
-605
835
$379K 0.02%
6,980
-1,200
836
$377K 0.02%
23,431
+1,344
837
$376K 0.02%
21,096
-2,169
838
$374K 0.02%
6,147
-18
839
$374K 0.02%
1,202
+14
840
$374K 0.02%
9,500
841
$374K 0.02%
9,182
-4,690
842
$374K 0.02%
6,486
-898
843
$373K 0.02%
6,726
+138
844
$373K 0.02%
6,391
-1,992
845
$372K 0.02%
2,718
-209
846
$370K 0.02%
12,158
-1,819
847
$370K 0.02%
2,399
-95
848
$368K 0.02%
8,317
-354
849
$367K 0.02%
+6,098
850
$364K 0.02%
18,320
-2,781
32 33
34
35 36