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
126
$4.77M 0.2%
56,933
+7,090
127
$4.74M 0.2%
63,815
+9,505
128
$4.71M 0.2%
92,736
-5,090
129
$4.69M 0.2%
25,559
-873
130
$4.65M 0.19%
266,789
-9,881
131
$4.64M 0.19%
15,466
-138
132
$4.56M 0.19%
29,095
-390
133
$4.53M 0.19%
110,111
-5,625
134
$4.49M 0.19%
43,755
-355
135
$4.48M 0.19%
19,317
-13,160
136
$4.42M 0.19%
50,650
-16,902
137
$4.41M 0.19%
95,004
-9,926
138
$4.39M 0.18%
33,923
-813
139
$4.37M 0.18%
86,228
+207
140
$4.35M 0.18%
29,670
-242
141
$4.31M 0.18%
17,353
+462
142
$4.27M 0.18%
91,531
-1,024
143
$4.27M 0.18%
+179,127
144
$4.25M 0.18%
+238,746
145
$4.23M 0.18%
125,631
+5,470
146
$4.21M 0.18%
83,614
+4,428
147
$4.18M 0.18%
44,202
-11,292
148
$4.13M 0.17%
+183,304
149
$4.04M 0.17%
46,006
+377
150
$4.03M 0.17%
89,857
-3,584
4 5
6
7 8