SCA

Stillwater Capital Advisors Portfolio holdings

AUM $888M
1-Year Est. Return 30.07%
This Quarter Est. Return
1 Year Est. Return
+30.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.29M
3
+$2.67M
4
GE icon
GE Aerospace
GE
+$2.61M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M

Top Sells

1
+$6.01M
2
+$4.91M
3
+$250K

Sector Composition

1 Financials 18.47%
2 Industrials 16.87%
3 Technology 12.99%
4 Energy 10.62%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.89%
104,444
+30,404
27
$3.68M 1.43%
166,368
+39,236
28
$3.58M 1.39%
55,275
+19,060
29
$3.05M 1.18%
24,452
+13,425
30
$2.79M 1.08%
69,576
+16,560
31
$2.54M 0.99%
+26,500
32
$1.99M 0.77%
85,345
+21,240
33
$1.76M 0.68%
34,718
+8,246
34
$1.69M 0.65%
33,430
+8,407
35
$1.43M 0.55%
46,996
+11,068
36
$1.4M 0.54%
43,992
+10,140
37
$1.32M 0.51%
+31,735
38
$1.08M 0.42%
+9,850
39
$1.02M 0.39%
+9,250
40
$960K 0.37%
18,417
+5,756
41
$950K 0.37%
11,058
+4,343
42
$844K 0.33%
+10,364
43
$838K 0.32%
+20,370
44
$831K 0.32%
+30,060
45
$732K 0.28%
29,430
46
$675K 0.26%
+9,197
47
$618K 0.24%
11,347
48
$598K 0.23%
26,460
49
$575K 0.22%
6,111
+41
50
$559K 0.22%
7,840
1
2
3