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
76
-6,640
77
-54,203
78
-8,506
79
-90,730
80
-13,083
81
$0 ﹤0.01%
19,313