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
+$62.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$665K
3
+$644K
4
GEHC icon
GE HealthCare
GEHC
+$575K
5
TFIN icon
Triumph Financial Inc
TFIN
+$546K

Top Sells

1
+$640K
2
+$524K
3
+$345K
4
ZION icon
Zions Bancorporation
ZION
+$270K
5
TRV icon
Travelers Companies
TRV
+$244K

Sector Composition

1 Healthcare 20.64%
2 Financials 19.93%
3 Energy 16.63%
4 Industrials 13.42%
5 Consumer Discretionary 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,300
102
– –
-5,500
103
– –
-24,490
1 2 3 4
5