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
$622M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$17.4M
3 +$12.4M
4
IYF icon
iShares US Financials ETF
IYF
+$3.03M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.65M

Top Sells

1 +$19.7M
2 +$9.55M
3 +$9.21M
4
AAPL icon
Apple
AAPL
+$1.71M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.35M

Sector Composition

1 Technology 23.36%
2 Healthcare 12.82%
3 Financials 9.62%
4 Consumer Discretionary 7.28%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$134K 0.02%
11,480
77
-527
78
-11,224
79
-2,421
80
-185,506
81
-9,302
82
-4,015