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
$108M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$761K
2 +$429K
3 +$376K
4
VBTX icon
Veritex Holdings
VBTX
+$362K
5
TROW icon
T. Rowe Price
TROW
+$359K

Top Sells

1 +$1.82M
2 +$667K
3 +$447K
4
GE icon
GE Aerospace
GE
+$231K
5
NBR icon
Nabors Industries
NBR
+$214K

Sector Composition

1 Financials 22.85%
2 Healthcare 19.94%
3 Energy 15.81%
4 Consumer Discretionary 12.41%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$27.6K 0.03%
32,000
102
-8,970
103
-1,756
104
-2,900
105
-28,814