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
$1.35B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$5.95M
3
+$2.89M
4
AMZN icon
Amazon
AMZN
+$2.34M
5
DD icon
DuPont de Nemours
DD
+$1.92M

Top Sells

1
+$6.45M
2
+$3.63M
3
+$3.5M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M
5
INTC icon
Intel
INTC
+$2.49M

Sector Composition

1 Technology 23.81%
2 Healthcare 9.46%
3 Industrials 9.09%
4 Financials 8.11%
5 Consumer Discretionary 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$323K 0.02%
6,483
-243
127
$317K 0.02%
2,900
128
$317K 0.02%
2,462
+252
129
$315K 0.02%
6,605
+91
130
$304K 0.02%
+13,960
131
$295K 0.02%
11,329
132
$270K 0.02%
14,000
133
$261K 0.02%
3,096
134
$259K 0.02%
8,837
-500
135
$255K 0.02%
3,381
136
$253K 0.02%
+2,200
137
$252K 0.02%
3,170
-1,222
138
$247K 0.02%
9,152
139
$245K 0.02%
4,870
140
$240K 0.02%
+3,000
141
$237K 0.02%
20,000
142
$226K 0.02%
2,000
143
$224K 0.02%
+14,326
144
$220K 0.02%
6,950
145
$219K 0.02%
6,000
146
$217K 0.02%
27,300
+8,000
147
$217K 0.02%
4,400
148
$216K 0.02%
2,490
149
$212K 0.02%
19,500
150
$207K 0.02%
15,000
3 4 5
6
7