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
$105M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$262K
3
+$234K
4
TXT icon
Textron
TXT
+$217K
5
TTE icon
TotalEnergies
TTE
+$209K

Top Sells

1
+$946K
2
+$817K
3
+$725K
4
VTRS icon
Viatris
VTRS
+$588K
5
GM icon
General Motors
GM
+$390K

Sector Composition

1 Healthcare 20.94%
2 Financials 20.62%
3 Energy 17.92%
4 Industrials 13.13%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,411
102
– –
-6,640
103
– –
-944
1 2 3 4
5