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
951
$273K 0.01%
4,684
-94
952
$273K 0.01%
5,810
-4,627
953
$273K 0.01%
1,612
-12,668
954
$272K 0.01%
2,560
-40
955
$271K 0.01%
+6,965
956
$270K 0.01%
4,720
-97
957
$270K 0.01%
12,975
-5,159
958
$270K 0.01%
+12,274
959
$269K 0.01%
15,866
960
$269K 0.01%
12,877
-1,042
961
$268K 0.01%
17,935
-8,785
962
$268K 0.01%
15,609
+3,638
963
$268K 0.01%
5,074
-100
964
$268K 0.01%
6,590
-25
965
$268K 0.01%
1,711
+28
966
$267K 0.01%
1,956
-23
967
$267K 0.01%
8,405
-816
968
$266K 0.01%
1,604
-44
969
$265K 0.01%
2,533
-4,396
970
$264K 0.01%
21,731
+729
971
$264K 0.01%
1,886
-27
972
$263K 0.01%
8,911
-4,436
973
$262K 0.01%
11,683
-157
974
$262K 0.01%
9,280
975
$262K 0.01%
655
-63
37 38
39
40 41