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
$438M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$495K
3
+$420K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$393K
5
NEE icon
NextEra Energy
NEE
+$211K

Top Sells

1
+$19.9M
2
+$9.86M
3
+$9.73M
4
AAPL icon
Apple
AAPL
+$3.39M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.02M

Sector Composition

1 Technology 22.51%
2 Healthcare 14%
3 Consumer Discretionary 8.08%
4 Financials 7.84%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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-2,000
78
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-870
79
– –
-11,480
80
– –
-936
81
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-5,679
82
– –
-4,893
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