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
$80.4M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$509K
2 +$352K
3 +$333K
4
JPM icon
JPMorgan Chase
JPM
+$315K
5
TSLA icon
Tesla
TSLA
+$232K

Top Sells

1 +$1.27M
2 +$480K
3 +$461K
4
BF.B icon
Brown-Forman Class B
BF.B
+$349K
5
ET icon
Energy Transfer Partners
ET
+$234K

Sector Composition

1 Financials 20.56%
2 Healthcare 15.72%
3 Consumer Discretionary 11.68%
4 Energy 9.99%
5 Technology 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1K ﹤0.01%
33,950
-133,725
102
-3,307
103
-32,840
104
-2,840
105
-20,358
106
-10,250
107
-7,650