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
1076
$184K 0.01%
23,559
-7,077
1077
$179K 0.01%
39,157
+1,500
1078
$176K 0.01%
14,087
1079
$171K 0.01%
10,238
-299
1080
$160K 0.01%
13,394
+1,115
1081
$159K 0.01%
30,200
1082
$158K 0.01%
11,824
-649
1083
$154K 0.01%
11,500
1084
$154K 0.01%
15,614
-8,502
1085
$153K 0.01%
23,537
-5,944
1086
$147K 0.01%
21,683
-31,568
1087
$145K 0.01%
18,132
1088
$134K 0.01%
11,742
+240
1089
$131K 0.01%
1,612
+17
1090
$127K 0.01%
20,620
-534
1091
$125K 0.01%
1,794
1092
$123K 0.01%
14,333
-3,200
1093
$118K ﹤0.01%
10,567
-6,660
1094
$111K ﹤0.01%
13,501
-5,120
1095
$109K ﹤0.01%
+10,545
1096
$101K ﹤0.01%
24,941
-1,305
1097
$98.7K ﹤0.01%
+2,338
1098
$98.5K ﹤0.01%
+10,600
1099
$97.4K ﹤0.01%
+12,144
1100
$95.8K ﹤0.01%
1,641
-33
42 43
44
45 46