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
201
$3.07M 0.13%
64,266
+10,754
202
$3.06M 0.13%
134,636
-111,450
203
$3.03M 0.13%
42,150
-203
204
$3.01M 0.13%
122,198
-1,767
205
$3.01M 0.13%
25,319
+2,155
206
$3.01M 0.13%
15,957
-222
207
$2.98M 0.12%
225,994
-99,048
208
$2.96M 0.12%
75,961
+7,960
209
$2.95M 0.12%
122,146
+7,183
210
$2.92M 0.12%
20,081
-134
211
$2.92M 0.12%
19,953
-163
212
$2.91M 0.12%
18,524
+350
213
$2.9M 0.12%
16,231
+1,660
214
$2.88M 0.12%
101,901
-1,714
215
$2.87M 0.12%
39,627
+1,552
216
$2.86M 0.12%
24,901
+1,647
217
$2.85M 0.12%
24,115
-5,054
218
$2.81M 0.12%
20,936
+5,797
219
$2.8M 0.12%
105,608
-262
220
$2.8M 0.12%
21,093
-4,614
221
$2.78M 0.12%
27,685
+1,257
222
$2.78M 0.12%
78,418
-2,754
223
$2.76M 0.12%
6,395
+716
224
$2.69M 0.11%
10,912
+1,360
225
$2.66M 0.11%
15,927
-363
7 8
9
10 11