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
$955M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.76M
3
+$1.32M
4
JPM icon
JPMorgan Chase
JPM
+$1.09M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.08M

Top Sells

1
+$1.72M
2
+$1.6M
3
+$1.16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$853K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$561K

Sector Composition

1 Technology 20.06%
2 Industrials 10.67%
3 Healthcare 10.09%
4 Consumer Discretionary 10.04%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$163K 0.02%
7,305
-5,410
127
$145K 0.02%
14,000
128
$113K 0.01%
6,567
129
$96K 0.01%
3,000
130
$31K ﹤0.01%
15,000
131
$17K ﹤0.01%
1,044
132
$12K ﹤0.01%
2,000
133
– –
-7,000
134
– –
-15,500
2 3 4 5
6