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
$2.24B
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.98M
3
+$2.13M
4
FDX icon
FedEx
FDX
+$1.83M
5
CVX icon
Chevron
CVX
+$1.67M

Top Sells

1
+$6.06M
2
+$2.46M
3
+$2.16M
4
CSCO icon
Cisco
CSCO
+$1.73M
5
FI icon
Fiserv
FI
+$1.42M

Sector Composition

1 Technology 23.69%
2 Financials 10.96%
3 Consumer Discretionary 8.22%
4 Communication Services 7.49%
5 Materials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$319K 0.01%
3,613
152
$311K 0.01%
11,000
153
$306K 0.01%
1,101
154
$299K 0.01%
+5,021
155
$291K 0.01%
26,000
156
$281K 0.01%
3,477
157
$276K 0.01%
2,041
158
$260K 0.01%
3,524
159
$260K 0.01%
2,500
160
$247K 0.01%
5,897
161
$241K 0.01%
1,200
162
$235K 0.01%
3,200
163
$227K 0.01%
+2,530
164
$225K 0.01%
+6,423
165
$224K 0.01%
+2,000
166
$223K 0.01%
3,070
167
$221K 0.01%
24,500
168
$216K 0.01%
1,581
169
$208K 0.01%
+1,568
170
$183K 0.01%
10,000
171
$181K 0.01%
10,000
172
$136K 0.01%
12,500
173
$131K 0.01%
12,360
174
$118K 0.01%
10,000
175
$68.6K ﹤0.01%
36,472
4 5 6
7
8