SCA
Stillwater Capital Advisors Portfolio holdings
AUM
$786M
1-Year Return
25.37%
This Quarter Return
-12.73%
1 Year Return
+25.37%
3 Year Return
+114.83%
5 Year Return
+175.07%
10 Year Return
+359.03%
AUM
$401M
AUM Growth
-$80.7M
(-17%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
38.92%
Holding
91
New
9
Increased
17
Reduced
42
Closed
9
Top Buys
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$6.89M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.98M |
| 3 |
Bank of America
BAC
|
$4.84M |
| 4 |
Lockheed Martin
LMT
|
$3.22M |
| 5 |
Occidental Petroleum
OXY
|
$3.1M |
Sector Composition
| 1 | Healthcare | 17.54% |
| 2 | Financials | 16.5% |
| 3 | Technology | 14.55% |
| 4 | Industrials | 5.8% |
| 5 | Energy | 5.36% |
