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
$419M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.5M
3
+$8.81M
4
LMT icon
Lockheed Martin
LMT
+$7.66M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.48M

Top Sells

1
+$11.3M
2
+$10.4M
3
+$9.65M
4
CMCSA icon
Comcast
CMCSA
+$9.04M
5
GE icon
GE Aerospace
GE
+$6.47M

Sector Composition

1 Financials 18.68%
2 Healthcare 14.84%
3 Technology 14.6%
4 Energy 7.43%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-100,121
77
– –
-88,457
78
– –
-179,339
79
– –
-907
80
– –
-224,060
81
– –
-8,737
1 2 3
4