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
$61.4M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$385K
2 +$330K
3 +$323K
4
FANG icon
Diamondback Energy
FANG
+$277K
5
DOC
PHYSICIANS REALTY TRUST
DOC
+$246K

Sector Composition

1 Financials 20.84%
2 Healthcare 18.8%
3 Energy 10.41%
4 Consumer Discretionary 10.07%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,900
102
-7,210
103
-1,475
104
-1,380
105
-4,950
106
-3,486
107
-21,900