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
1176
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-5,124
1177
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-10,350
1178
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-6,140
1179
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-2,250
1180
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-455
1181
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-10,307
1182
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-13,468
1183
– –
-6,787
1184
– –
-10,955
1185
– –
-10,776
1186
– –
-17,597
1187
– –
-4,878
1188
– –
-3,380
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