SCA

Sippican Capital Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$753K
3
+$715K
4
SYBT icon
Stock Yards Bancorp
SYBT
+$707K
5
MOFG icon
MidWestOne Financial Group
MOFG
+$533K

Top Sells

1
+$1.77M
2
+$938K
3
+$905K
4
GT icon
Goodyear
GT
+$761K
5
CSCO icon
Cisco
CSCO
+$733K

Sector Composition

1 Financials 34.68%
2 Healthcare 15.68%
3 Energy 13.92%
4 Industrials 11.44%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$878K 0.7%
13,887
-1
52
$874K 0.69%
2,340
53
$833K 0.66%
2,500
54
$830K 0.66%
5,878
55
$807K 0.64%
2,782
56
$763K 0.6%
7,683
-380
57
$732K 0.58%
16,925
-100
58
$715K 0.57%
+4,167
59
$707K 0.56%
+14,233
60
$702K 0.56%
7,235
-76
61
$687K 0.54%
1,538
62
$673K 0.53%
9,754
63
$669K 0.53%
3,133
-22
64
$667K 0.53%
8,335
+760
65
$645K 0.51%
3,912
-1
66
$644K 0.51%
14,919
-1
67
$630K 0.5%
17,701
68
$625K 0.49%
6,429
69
$620K 0.49%
12,487
70
$593K 0.47%
2,559
71
$590K 0.47%
24,196
+12,226
72
$582K 0.46%
32,585
73
$572K 0.45%
1,662
74
$567K 0.45%
19,555
75
$531K 0.42%
+11,069
1 2
3
4 5