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
101
$5.99M 0.25%
136,386
-1,071
102
$5.98M 0.25%
514,524
+21,795
103
$5.98M 0.25%
53,074
+11,330
104
$5.9M 0.25%
320,222
+13,608
105
$5.85M 0.25%
43,100
+1,106
106
$5.85M 0.25%
16,540
-5,255
107
$5.83M 0.24%
176,045
+12,366
108
$5.74M 0.24%
140,919
+3,686
109
$5.72M 0.24%
53,731
-4,241
110
$5.64M 0.24%
213,206
-26,652
111
$5.55M 0.23%
87,430
+880
112
$5.51M 0.23%
80,791
+28,855
113
$5.38M 0.23%
+32,412
114
$5.31M 0.22%
32,124
+614
115
$5.22M 0.22%
57,141
+4,484
116
$5.21M 0.22%
115,973
+11,683
117
$5.13M 0.21%
58,640
+8,663
118
$5.12M 0.21%
62,229
+26,611
119
$5.12M 0.21%
43,730
+2,302
120
$5.08M 0.21%
79,786
+2,530
121
$5M 0.21%
354,335
+456
122
$4.97M 0.21%
71,222
+2,088
123
$4.93M 0.21%
35,123
-3,852
124
$4.79M 0.2%
26,877
-320
125
$4.78M 0.2%
48,680
+6,024
3 4
5
6 7