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
851
$364K 0.02%
3,249
+274
852
$361K 0.02%
1,655
-187
853
$359K 0.02%
12,703
-3,584
854
$359K 0.02%
2,149
+66
855
$358K 0.02%
18,005
-61
856
$357K 0.02%
+3,388
857
$356K 0.01%
7,562
+537
858
$355K 0.01%
1,423
-240
859
$354K 0.01%
3,590
-73
860
$354K 0.01%
2,079
+606
861
$354K 0.01%
7,463
-634
862
$354K 0.01%
16,859
863
$352K 0.01%
17,498
864
$352K 0.01%
10,430
+470
865
$352K 0.01%
6,203
-554
866
$351K 0.01%
7,570
867
$350K 0.01%
6,992
+1,522
868
$348K 0.01%
6,026
+482
869
$345K 0.01%
+14,977
870
$343K 0.01%
1,994
+40
871
$341K 0.01%
29,489
-2,140
872
$340K 0.01%
1,944
-128
873
$340K 0.01%
768
-244
874
$339K 0.01%
4,469
+150
875
$336K 0.01%
2,370
-273
33 34
35
36 37