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
176
$3.46M 0.15%
65,254
+49,722
177
$3.42M 0.14%
25,207
+1,751
178
$3.42M 0.14%
36,138
-473
179
$3.4M 0.14%
14,339
+3,237
180
$3.38M 0.14%
114,730
-10,720
181
$3.38M 0.14%
15,334
+901
182
$3.36M 0.14%
139,541
+404
183
$3.3M 0.14%
79,412
-1,442
184
$3.28M 0.14%
65,210
-5,494
185
$3.26M 0.14%
104,450
-5,712
186
$3.26M 0.14%
38,435
+2,217
187
$3.26M 0.14%
14,779
+68
188
$3.25M 0.14%
64,384
-5,200
189
$3.25M 0.14%
19,347
-468
190
$3.22M 0.13%
78,019
+8,763
191
$3.21M 0.13%
48,485
-1,310
192
$3.2M 0.13%
18,401
-1,276
193
$3.2M 0.13%
134,676
+103,659
194
$3.2M 0.13%
86,505
-7,808
195
$3.16M 0.13%
42,327
-7,932
196
$3.13M 0.13%
25,046
+2,106
197
$3.1M 0.13%
46,566
+458
198
$3.09M 0.13%
481,370
+3,518
199
$3.09M 0.13%
19,142
+635
200
$3.08M 0.13%
64,393
+13,729
6 7
8
9 10