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
76
$7.05M 0.3%
148,802
-241,170
77
$7.02M 0.29%
68,193
+1,044
78
$6.97M 0.29%
56,592
+5,555
79
$6.9M 0.29%
138,384
-4,053
80
$6.89M 0.29%
86,582
+5,955
81
$6.88M 0.29%
95,387
+7,725
82
$6.85M 0.29%
230,642
-23,645
83
$6.64M 0.28%
79,216
-50,806
84
$6.63M 0.28%
19,320
-1,711
85
$6.57M 0.28%
18,691
-2,065
86
$6.54M 0.27%
78,532
+8,835
87
$6.53M 0.27%
99,456
+19,806
88
$6.43M 0.27%
140,178
+15,347
89
$6.39M 0.27%
29,843
+6,471
90
$6.38M 0.27%
37,614
-828
91
$6.37M 0.27%
19,938
+1,715
92
$6.35M 0.27%
85,239
+23,105
93
$6.32M 0.26%
85,900
+50,000
94
$6.29M 0.26%
88,354
-3,116
95
$6.28M 0.26%
137,283
+2,963
96
$6.21M 0.26%
101,153
+21,495
97
$6.18M 0.26%
8,726
+345
98
$6.17M 0.26%
29,807
+90
99
$6.06M 0.25%
31,823
+2,752
100
$6.04M 0.25%
59,732
-121
2 3
4
5 6