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
Health Care Select Sector SPDR Fund
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
-109,876
77
-9,565
78
-398,843
79
-289,595
80
-2,530
81
-8,127
82
-1,339