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
$95.5M
AUM Growth
+$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$944K
2 +$558K
3 +$522K
4
RRC icon
Range Resources
RRC
+$394K
5
CELG
Celgene Corp
CELG
+$381K

Top Sells

1 +$1.47M
2 +$682K
3 +$540K
4
SNV icon
Synovus
SNV
+$527K
5
UCB
United Community Banks
UCB
+$507K

Sector Composition

1 Financials 31.88%
2 Energy 17.64%
3 Industrials 12.33%
4 Healthcare 8.62%
5 Materials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$24K 0.03%
182
102
-11,600
103
-11,681
104
-3,000