SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
This Quarter Return
+2.1%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$1.04B
AUM Growth
+$1.04B
(+4%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
41.51%
Holding
144
New
11
Increased
35
Reduced
28
Closed
7
Top Buys
| 1 |
CVS Health
CVS
|
$7.73M |
| 2 |
Twilio
TWLO
|
$6.42M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$5.37M |
| 4 |
SPDR Gold Trust
GLD
|
$5.33M |
| 5 |
VanEck Junior Gold Miners ETF
GDXJ
|
$3.93M |
Top Sells
| 1 |
Nabors Industries
NBR
|
$11.7M |
| 2 |
United Bankshares
UBSI
|
$1.67M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.64M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$652K |
| 5 |
ATCO
Atlas Corp.
ATCO
|
$600K |
Sector Composition
| 1 | Technology | 21.54% |
| 2 | Industrials | 11.77% |
| 3 | Consumer Discretionary | 10.42% |
| 4 | Healthcare | 9.19% |
| 5 | Financials | 8.58% |
