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
1051
$210K 0.01%
6,300
-600
1052
$210K 0.01%
+1,468
1053
$210K 0.01%
748
-20
1054
$209K 0.01%
+5,894
1055
$209K 0.01%
+3,018
1056
$208K 0.01%
13,032
-133
1057
$208K 0.01%
21,200
+10,000
1058
$208K 0.01%
865
-316
1059
$206K 0.01%
+2,008
1060
$206K 0.01%
+6,114
1061
$206K 0.01%
+2,370
1062
$205K 0.01%
3,519
-1,670
1063
$205K 0.01%
+1,112
1064
$205K 0.01%
52,800
1065
$204K 0.01%
+2,082
1066
$203K 0.01%
+8,898
1067
$203K 0.01%
2,242
-494
1068
$203K 0.01%
433
-76
1069
$203K 0.01%
3,092
-420
1070
$202K 0.01%
+4,775
1071
$202K 0.01%
3,878
-1,427
1072
$202K 0.01%
+4,729
1073
$201K 0.01%
5,184
-534
1074
$201K 0.01%
+10,848
1075
$195K 0.01%
18,000
-11,000
41 42
43
44 45