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
$374M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$9.7M
2 +$9.28M
3 +$6.37M
4
IYE icon
iShares US Energy ETF
IYE
+$769K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$563K

Top Sells

1 +$10.2M
2 +$914K
3 +$719K
4
LNC icon
Lincoln National
LNC
+$359K
5
JPM icon
JPMorgan Chase
JPM
+$295K

Sector Composition

1 Financials 20.05%
2 Technology 15.82%
3 Healthcare 10.34%
4 Communication Services 9.53%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-115,061
77
-1,215