SCA

Stillwater Capital Advisors Portfolio holdings

AUM $930M
1-Year Est. Return 30.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.62%
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 +$9.39M
2 +$9.26M
3 +$6.38M
4
IYE icon
iShares US Energy ETF
IYE
+$738K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$541K

Top Sells

1 +$10.2M
2 +$904K
3 +$671K
4
LNC icon
Lincoln National
LNC
+$359K
5
JPM icon
JPMorgan Chase
JPM
+$261K

Sector Composition

1 Financials 20.02%
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
-7,632