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
901
$311K 0.01%
2,134
-338
902
$309K 0.01%
4,294
-359
903
$309K 0.01%
1,571
+676
904
$308K 0.01%
2,276
+65
905
$307K 0.01%
3,310
-234
906
$307K 0.01%
1,855
+17
907
$305K 0.01%
12,723
-2,361
908
$305K 0.01%
3,115
+1
909
$304K 0.01%
4,554
-405
910
$304K 0.01%
13,707
-7,477
911
$300K 0.01%
3,917
-49
912
$297K 0.01%
6,194
-735
913
$297K 0.01%
+8,684
914
$296K 0.01%
8,101
-470
915
$296K 0.01%
+6,395
916
$295K 0.01%
16,491
+310
917
$295K 0.01%
9,310
+5
918
$294K 0.01%
21,911
-4,946
919
$293K 0.01%
4,552
920
$292K 0.01%
5,919
-798
921
$291K 0.01%
1,622
-238
922
$291K 0.01%
8,485
-2,187
923
$290K 0.01%
4,797
-408
924
$289K 0.01%
10,157
-431
925
$289K 0.01%
7,782
-1,226
35 36
37
38 39