SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
This Quarter Return
-4.12%
1 Year Return
+16.46%
3 Year Return
+67.05%
5 Year Return
+123.69%
10 Year Return
+235.74%
AUM
$1.98B
AUM Growth
+$1.98B
(-5.4%)
Cap. Flow
+$5.11M
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
44.23%
Holding
192
New
3
Increased
51
Reduced
49
Closed
12
Top Buys
| 1 |
Fiserv
FI
|
$41M |
| 2 |
FedEx
FDX
|
$6M |
| 3 |
Amazon
AMZN
|
$5.69M |
| 4 |
Forian
FORA
|
$3.79M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$3.67M |
Top Sells
| 1 |
Schlumberger
SLB
|
$21.6M |
| 2 |
Titan International
TWI
|
$7.72M |
| 3 |
Okta
OKTA
|
$6.79M |
| 4 |
Microsoft
MSFT
|
$6.3M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$5.28M |
Sector Composition
| 1 | Technology | 25.84% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 8.92% |
| 4 | Consumer Discretionary | 7.53% |
| 5 | Communication Services | 6.04% |
