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
$376M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.46M
3
+$2.64M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.33M

Top Sells

1
+$9.48M
2
+$3.94M
3
+$3.76M
4
V icon
Visa
V
+$2.95M
5
JPM icon
JPMorgan Chase
JPM
+$2.78M

Sector Composition

1 Financials 18.97%
2 Technology 15.95%
3 Healthcare 12.06%
4 Industrials 9.01%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$100K 0.03%
15,740
77
– –
-6,816
78
– –
-6,678
1 2 3
4