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
976
$259K 0.01%
2,192
-322
977
$259K 0.01%
3,529
-163
978
$258K 0.01%
3,524
+202
979
$258K 0.01%
925
-171
980
$257K 0.01%
3,823
+241
981
$257K 0.01%
+845
982
$256K 0.01%
10,546
-1,090
983
$254K 0.01%
13,349
984
$254K 0.01%
22,327
+2,335
985
$253K 0.01%
4,392
+190
986
$252K 0.01%
7,572
-62
987
$252K 0.01%
1,310
-17
988
$251K 0.01%
8,832
+43
989
$250K 0.01%
5,061
+6
990
$250K 0.01%
4,791
+107
991
$250K 0.01%
2,765
-6
992
$249K 0.01%
+6,993
993
$249K 0.01%
2,900
-50
994
$249K 0.01%
1,798
+14
995
$248K 0.01%
18,938
-4,117
996
$248K 0.01%
1,055
-453
997
$245K 0.01%
1,014
+16
998
$244K 0.01%
922
+119
999
$244K 0.01%
1,060
-57
1000
$242K 0.01%
10,560
-19,793
38 39
40
41 42