SCA
Sippican Capital Advisors Portfolio holdings
AUM
$138M
This Quarter Return
-0.49%
1 Year Return
+17.93%
3 Year Return
+61.72%
5 Year Return
+175.5%
10 Year Return
+300.77%
AUM
$125M
AUM Growth
+$125M
(-1%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
26.59%
Holding
122
New
8
Increased
27
Reduced
38
Closed
8
Top Buys
| 1 |
Exxon Mobil
XOM
|
$1.79M |
| 2 |
Lakeland Financial Corp
LKFN
|
$753K |
| 3 |
GE Vernova
GEV
|
$715K |
| 4 |
Stock Yards Bancorp
SYBT
|
$707K |
| 5 |
MidWestOne Financial Group
MOFG
|
$533K |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.77M |
| 2 |
ConocoPhillips
COP
|
$938K |
| 3 |
HTLF
Heartland Financial USA, Inc.
HTLF
|
$905K |
| 4 |
Goodyear
GT
|
$761K |
| 5 |
Cisco
CSCO
|
$733K |
Sector Composition
| 1 | Financials | 34.68% |
| 2 | Healthcare | 15.68% |
| 3 | Energy | 13.92% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 9.69% |
