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
$335M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$8.43M
3 +$5.14M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.37M
5
BCPC
Balchem Corp
BCPC
+$780K

Top Sells

1 +$11.2M
2 +$9.48M
3 +$8.5M
4
UAA icon
Under Armour
UAA
+$3.99M
5
CKP
CHECKPOINT SYSTEMS INC
CKP
+$1.63M

Sector Composition

1 Financials 18.97%
2 Technology 13.24%
3 Industrials 12.95%
4 Healthcare 12.92%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,313
77
-161,335
78
-2,200
79
-16,963
80
-94,738
81
-218,743
82
-131,278
83
-195,364
84
-8,685