SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Return
16.46%
This Quarter Return
+3.02%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$1.17B
AUM Growth
+$54.8M
(+4.9%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
40.45%
Holding
169
New
26
Increased
44
Reduced
28
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.19M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3M |
| 3 |
JPMorgan Chase
JPM
|
$2.69M |
| 4 |
Verizon
VZ
|
$2.23M |
| 5 |
Qualcomm
QCOM
|
$1.98M |
Top Sells
| 1 |
Howmet Aerospace
HWM
|
$6.62M |
| 2 |
USG
Usg
USG
|
$3.48M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$2.24M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$1.23M |
| 5 |
Twilio
TWLO
|
$1.15M |
Sector Composition
| 1 | Technology | 21.49% |
| 2 | Industrials | 12.23% |
| 3 | Healthcare | 9.68% |
| 4 | Financials | 8.24% |
| 5 | Consumer Discretionary | 7.74% |
