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
$338M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$4.61M
3
+$4.43M
4
IP icon
International Paper
IP
+$4.15M
5
VZ icon
Verizon
VZ
+$3.48M

Top Sells

1
+$7.09M
2
+$4.81M
3
+$3.78M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.55M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$1.69M

Sector Composition

1 Financials 16.99%
2 Healthcare 14.95%
3 Technology 14.11%
4 Industrials 12.62%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$804K 0.24%
26,169
+1,825
52
$795K 0.23%
9,731
-194
53
$771K 0.23%
16,847
+4,377
54
$751K 0.22%
13,596
+16
55
$739K 0.22%
8,980
-565
56
$709K 0.21%
20,500
57
$673K 0.2%
16,110
-280
58
$551K 0.16%
+11,097
59
$548K 0.16%
+12,233
60
$522K 0.15%
4,822
-799
61
$486K 0.14%
5,797
+503
62
$449K 0.13%
3,700
-5,775
63
$438K 0.13%
16,870
+1,536
64
$429K 0.13%
12,672
+1,185
65
$396K 0.12%
10,523
+880
66
$380K 0.11%
8,685
+810
67
$377K 0.11%
12,700
+2,100
68
$335K 0.1%
14,625
-15,435
69
$305K 0.09%
6,153
70
$299K 0.09%
7,632
+3,055
71
$235K 0.07%
7,936
-3,290
72
$229K 0.07%
4,942
73
$228K 0.07%
2,293
+104
74
$206K 0.06%
+2,200
75
$206K 0.06%
3,000
1 2
3
4