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
151
$4.02M 0.17%
+29,725
152
$4.01M 0.17%
16,298
+1,263
153
$3.95M 0.17%
80,685
-4,450
154
$3.9M 0.16%
+103,575
155
$3.89M 0.16%
31,601
+529
156
$3.85M 0.16%
13,347
+8,535
157
$3.84M 0.16%
72,972
+1,111
158
$3.83M 0.16%
56,592
+2,740
159
$3.79M 0.16%
45,656
-12,885
160
$3.73M 0.16%
34,180
+951
161
$3.71M 0.16%
34,125
+8,748
162
$3.69M 0.15%
13,923
+159
163
$3.69M 0.15%
72,154
+21,843
164
$3.66M 0.15%
202,336
+153,131
165
$3.64M 0.15%
6,660
-741
166
$3.62M 0.15%
25,637
+579
167
$3.6M 0.15%
+154,808
168
$3.59M 0.15%
+158,036
169
$3.59M 0.15%
44,501
-187
170
$3.59M 0.15%
32,059
+13,016
171
$3.54M 0.15%
12,156
+7,676
172
– –
-139,310
173
$3.51M 0.15%
39,334
+2,595
174
– –
-135,484
175
$3.48M 0.15%
66,213
-875
5 6
7
8 9