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
1001
$242K 0.01%
+854
1002
$241K 0.01%
+7,559
1003
$239K 0.01%
17,500
1004
$239K 0.01%
+429
1005
$238K 0.01%
2,286
-336
1006
$237K 0.01%
2,958
+1
1007
$236K 0.01%
5,072
-122
1008
$236K 0.01%
2,113
+63
1009
$236K 0.01%
4,424
+94
1010
$236K 0.01%
2,585
-9,281
1011
$235K 0.01%
1,639
+116
1012
$234K 0.01%
4,519
-703
1013
$233K 0.01%
5,352
+8
1014
$233K 0.01%
9,303
-2,726
1015
$232K 0.01%
+2,110
1016
$232K 0.01%
2,266
-197
1017
$232K 0.01%
3,950
-1,000
1018
$231K 0.01%
3,774
-2,688
1019
$231K 0.01%
+6,892
1020
$230K 0.01%
13,487
-150
1021
$230K 0.01%
3,179
-563
1022
$230K 0.01%
2,534
-302
1023
$227K 0.01%
5,455
-129
1024
$226K 0.01%
8,636
-32
1025
$226K 0.01%
15,651
+1,124
39 40
41
42 43