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
$74.2M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$426K
2 +$233K
3 +$229K
4
PACW
PacWest Bancorp
PACW
+$222K
5
UNP icon
Union Pacific
UNP
+$220K

Top Sells

1 +$341K
2 +$170K
3 +$166K
4
AAPL icon
Apple
AAPL
+$160K
5
LLY icon
Eli Lilly
LLY
+$157K

Sector Composition

1 Financials 20.85%
2 Healthcare 16.51%
3 Energy 12.63%
4 Consumer Discretionary 10.22%
5 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,925