SCA

Sippican Capital Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 15.71%
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$3.21M
3 +$2.62M
4
NEWS
NewStar Financial, Inc.
NEWS
+$2.52M
5
SNV icon
Synovus
SNV
+$2.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 30.83%
2 Energy 18.48%
3 Industrials 15.2%
4 Consumer Discretionary 7.33%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$245K 0.25%
+19,999
102
$225K 0.23%
+10,000
103
$217K 0.22%
+2,949
104
$55K 0.06%
+1,200