SCA

Snowden Capital Advisors Portfolio holdings

AUM $3.87B
1-Year Est. Return 22.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.54%
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
+$5.12M
2
+$4.28M
3
+$4.19M
4
THG icon
Hanover Insurance
THG
+$4.15M
5
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$4.13M

Top Sells

1
+$11.4M
2
+$5.26M
3
+$4.36M
4
GIS icon
General Mills
GIS
+$4.14M
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 6.41%
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
– –
-101,840
1132
– –
-16,780
1133
– –
-5,554
1134
– –
-13,373
1135
– –
-17,438
1136
– –
-13,287
1137
– –
-28,297
1138
– –
-23,482
1139
– –
-208,755
1140
– –
-11,481
1141
– –
-12,730
1142
– –
-27,305
1143
– –
-78,879
1144
– –
-2,848
1145
– –
-6,980
1146
– –
-59,536
1147
– –
-14,052
1148
– –
-23,200
1149
– –
-10,699
1150
– –
-2,454
44 45
46
47 48