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
$294M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$8.79M
2 +$1.36M
3 +$562K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$471K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$468K

Top Sells

1 +$8.2M
2 +$354K
3 +$343K
4
AEP icon
American Electric Power
AEP
+$252K
5
KO icon
Coca-Cola
KO
+$247K

Sector Composition

1 Industrials 16.29%
2 Energy 13.45%
3 Technology 13.33%
4 Financials 13.15%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,431
77
-1,000