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
1126
$6.18K ﹤0.01%
1,111
1127
$6.03K ﹤0.01%
+10,633
1128
$5K ﹤0.01%
740
1129
$4.2K ﹤0.01%
10,000
1130
$3.95K ﹤0.01%
13
1131
– –
-4,878
1132
– –
-5,124
1133
– –
-10,350
1134
– –
-2,250
1135
– –
-5,554
1136
– –
-10,776
1137
– –
-802
1138
– –
-23,250
1139
– –
-6,402
1140
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-3,039
1141
– –
-17,597
1142
– –
-6,355
1143
– –
-17,630
1144
– –
-11,481
1145
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-12,730
1146
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-6,921
1147
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-59,536
1148
– –
-14,052
1149
– –
-23,200
1150
– –
-3,380
44 45
46
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