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
$386M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$1.06M
3 +$1.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$619K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$617K

Top Sells

1 +$11.8M
2 +$3.71M
3 +$3.61M
4
UPS icon
United Parcel Service
UPS
+$2.14M
5
PEP icon
PepsiCo
PEP
+$2.07M

Sector Composition

1 Financials 19.84%
2 Technology 13.72%
3 Healthcare 12.29%
4 Industrials 8.39%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-32,538
77
-15,015
78
-9,956