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
$1.64B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$1.81M
3 +$1.59M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.48M
5
CVX icon
Chevron
CVX
+$1.42M

Top Sells

1 +$12.5M
2 +$5.58M
3 +$3.62M
4
SITC icon
SITE Centers
SITC
+$3.46M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.4M

Sector Composition

1 Technology 24.97%
2 Healthcare 9.82%
3 Financials 8.66%
4 Consumer Discretionary 7.47%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$159K 0.01%
10,000
177
$79K ﹤0.01%
+694
178
$38K ﹤0.01%
15,000
179
-1,200
180
-67,640