SCA

Sippican Capital Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.2M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$392K
2 +$311K
3 +$236K
4
BMY icon
Bristol-Myers Squibb
BMY
+$229K
5
V icon
Visa
V
+$215K

Top Sells

1 +$525K
2 +$315K
3 +$297K
4
SNV
Synovus
SNV
+$276K
5
X
US Steel
X
+$265K

Sector Composition

1 Financials 28%
2 Energy 17.72%
3 Industrials 11.98%
4 Healthcare 10.1%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-182