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
876
$334K 0.01%
5,415
-172
877
$333K 0.01%
3,973
-432
878
$331K 0.01%
3,950
-327
879
$330K 0.01%
7,185
+78
880
$330K 0.01%
5,891
+761
881
$329K 0.01%
11,470
-40
882
$328K 0.01%
1,437
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883
$328K 0.01%
1,114
-2
884
$327K 0.01%
7,559
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885
$326K 0.01%
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886
$325K 0.01%
3,965
+12
887
$325K 0.01%
7,468
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888
$324K 0.01%
5,603
-151
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$323K 0.01%
20,535
+1,236
890
$323K 0.01%
31,917
-1,967
891
$323K 0.01%
15,130
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892
$322K 0.01%
25,152
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893
$322K 0.01%
7,102
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894
$320K 0.01%
2,995
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895
$319K 0.01%
10,679
-45
896
$318K 0.01%
2,606
-768
897
$317K 0.01%
7,150
+551
898
$313K 0.01%
+2,891
899
$313K 0.01%
15,299
900
$313K 0.01%
10,546
-1,386
34 35
36
37 38