SCA

STALEY CAPITAL ADVISERS Portfolio holdings

AUM $2.35B
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$8.13M
3
+$2.85M
4
PM icon
Philip Morris
PM
+$2.64M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.17M

Top Sells

1
+$18.9M
2
+$12.5M
3
+$4.58M
4
HAR
Harman International Industries
HAR
+$1.17M
5
MCD icon
McDonald's
MCD
+$971K

Sector Composition

1 Technology 18.16%
2 Industrials 12.52%
3 Financials 10.73%
4 Healthcare 9.94%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.26%
68,897
-161
52
$1.84M 0.25%
28,493
53
$1.76M 0.24%
52,990
54
$1.44M 0.2%
28,450
55
$1.3M 0.18%
18,207
56
$1.23M 0.17%
530,000
+30,000
57
$1.18M 0.16%
12,520
+4,563
58
$1.18M 0.16%
47,300
+7,000
59
$1.14M 0.16%
+11,076
60
$1.07M 0.15%
27,991
-340
61
$1.07M 0.15%
6
62
$985K 0.13%
7,331
-11
63
$747K 0.1%
19,000
64
$744K 0.1%
9,591
65
$725K 0.1%
28,838
-268
66
$645K 0.09%
14,395
-688
67
$639K 0.09%
27,353
68
$637K 0.09%
7,550
69
$578K 0.08%
15,700
+2,300
70
$554K 0.08%
+2,268
71
$533K 0.07%
30,000
72
$530K 0.07%
7,500
+500
73
$499K 0.07%
9,150
74
$499K 0.07%
21,650
75
$462K 0.06%
4,759
-10,000
1 2
3
4 5