SCA
Stillwater Capital Advisors Portfolio holdings
AUM
$786M
This Quarter Return
+15.02%
1 Year Return
+25.37%
3 Year Return
+114.83%
5 Year Return
+175.07%
10 Year Return
+359.03%
AUM
$675M
AUM Growth
+$675M
(+8.3%)
Cap. Flow
-$5.07M
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
49.1%
Holding
71
New
2
Increased
15
Reduced
40
Closed
2
Top Buys
| 1 |
Walmart
WMT
|
$10.3M |
| 2 |
iShares US Healthcare ETF
IYH
|
$4.99M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$2.19M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.86M |
| 5 |
iShares US Consumer Staples ETF
IYK
|
$630K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$9.53M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$7.38M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.09M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.81M |
| 5 |
iShares US Financials ETF
IYF
|
$638K |
Sector Composition
| 1 | Technology | 28.11% |
| 2 | Healthcare | 8.91% |
| 3 | Financials | 8.34% |
| 4 | Industrials | 6.43% |
| 5 | Consumer Discretionary | 6.21% |
