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
1101
$91.6K ﹤0.01%
12,136
+1
1102
$89K ﹤0.01%
13,000
1103
$86.8K ﹤0.01%
21,233
-1,137
1104
$85.1K ﹤0.01%
27,987
+227
1105
$76.5K ﹤0.01%
25,000
1106
$75.1K ﹤0.01%
16,790
-3,900
1107
$62.6K ﹤0.01%
26,400
1108
$56.4K ﹤0.01%
12,146
-809
1109
$54.4K ﹤0.01%
11,800
+426
1110
$48.4K ﹤0.01%
949
+136
1111
$41.6K ﹤0.01%
29,104
-2,600
1112
$39K ﹤0.01%
+10,000
1113
$38.8K ﹤0.01%
238,000
+47,000
1114
$37.7K ﹤0.01%
11,715
+1,141
1115
$30.5K ﹤0.01%
12,000
-125
1116
$29.3K ﹤0.01%
10,000
1117
$25.2K ﹤0.01%
15,000
1118
$23.9K ﹤0.01%
10,000
1119
$23K ﹤0.01%
15,013
-426
1120
$22.8K ﹤0.01%
4,286
1121
$20.1K ﹤0.01%
4,167
-55
1122
$16.9K ﹤0.01%
+250
1123
$15.2K ﹤0.01%
10,137
-6,041
1124
$12.1K ﹤0.01%
500
1125
$10K ﹤0.01%
1,667
43 44
45
46 47