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
926
$288K 0.01%
63,963
-29,500
927
$287K 0.01%
4,075
-2,315
928
$286K 0.01%
+2,835
929
$285K 0.01%
51,325
930
$285K 0.01%
+3,872
931
$284K 0.01%
25,982
+276
932
$284K 0.01%
4,556
-1,494
933
$284K 0.01%
152,473
+471
934
$283K 0.01%
5,113
-204
935
$283K 0.01%
1,623
-348
936
$282K 0.01%
+6,772
937
$281K 0.01%
6,183
+705
938
$280K 0.01%
7,000
-72
939
$279K 0.01%
2,432
-464
940
$278K 0.01%
6,303
+1,296
941
$278K 0.01%
1,514
-477
942
$278K 0.01%
+32,596
943
$277K 0.01%
8,176
-761
944
$276K 0.01%
2,508
+322
945
$276K 0.01%
+5,573
946
$274K 0.01%
2,945
-188
947
$274K 0.01%
+907
948
$274K 0.01%
3,312
949
$274K 0.01%
+6,000
950
$273K 0.01%
2,127
+112
36 37
38
39 40