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
1026
$223K 0.01%
+2,540
1027
$222K 0.01%
+1,584
1028
$221K 0.01%
+10,527
1029
$220K 0.01%
4,453
-1,008
1030
$219K 0.01%
3,750
-229
1031
$217K 0.01%
+6,077
1032
$217K 0.01%
+7,560
1033
$217K 0.01%
+5,393
1034
$217K 0.01%
+3,817
1035
$216K 0.01%
18,313
+2,012
1036
$216K 0.01%
5,840
-175
1037
$216K 0.01%
+1,353
1038
$215K 0.01%
+2,280
1039
$215K 0.01%
+1,721
1040
$215K 0.01%
4,703
-3,580
1041
$214K 0.01%
66,527
-110
1042
$213K 0.01%
9,409
-108
1043
$213K 0.01%
+2,401
1044
$213K 0.01%
3,347
+253
1045
$213K 0.01%
19,000
1046
$212K 0.01%
+7,709
1047
$211K 0.01%
4,525
-1,036
1048
$211K 0.01%
3,425
-1
1049
$211K 0.01%
4,370
-8,352
1050
$210K 0.01%
3,147
-53
40 41
42
43 44