SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
This Quarter Return
-4.63%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$837M
AUM Growth
+$837M
(+0.19%)
Cap. Flow
+$62.9M
Cap. Flow
% of AUM
7.51%
Top 10 Holdings %
Top 10 Hldgs %
37.12%
Holding
140
New
12
Increased
54
Reduced
13
Closed
8
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$25.3M |
| 2 |
Deere & Co
DE
|
$4.8M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.64M |
| 4 |
SPDR Gold Trust
GLD
|
$4.28M |
| 5 |
Titan International
TWI
|
$3.61M |
Top Sells
| 1 |
ADT
ADT CORP
ADT
|
$9.93M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1.18M |
| 3 |
BlackBerry
BB
|
$1.03M |
| 4 |
CNO Financial Group
CNO
|
$664K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$429K |
Sector Composition
| 1 | Technology | 16.48% |
| 2 | Industrials | 10.45% |
| 3 | Financials | 9.7% |
| 4 | Consumer Discretionary | 9.22% |
| 5 | Healthcare | 7.54% |
