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
$1.17B
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$3M
3 +$2.69M
4
VZ icon
Verizon
VZ
+$2.23M
5
QCOM icon
Qualcomm
QCOM
+$1.98M

Top Sells

1 +$6.62M
2 +$3.48M
3 +$2.24M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$1.23M
5
TWLO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$214K 0.02%
4,400
152
$211K 0.02%
15,000
153
$187K 0.02%
15,000
154
$186K 0.02%
16,600
155
$164K 0.01%
+12,807
156
$164K 0.01%
17,050
157
$132K 0.01%
6,567
158
$99K 0.01%
15,000
159
$91K 0.01%
15,000
160
$81K 0.01%
3,000
161
-327,955
162
-1,550