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
$78.8M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$185K
3
+$167K
4
AKS
AK Steel Holding Corp
AKS
+$166K
5
NBR icon
Nabors Industries
NBR
+$163K

Top Sells

1
+$914K
2
+$461K
3
+$368K
4
USB icon
US Bancorp
USB
+$337K
5
EV
Eaton Vance Corp.
EV
+$306K

Sector Composition

1 Financials 33.5%
2 Industrials 14.59%
3 Energy 13.66%
4 Consumer Discretionary 9.83%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,390
102
– –
-4,645
103
– –
-7,775
1 2 3 4
5