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
$1.79B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$3.45M
3 +$2.32M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$2.12M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.09M

Top Sells

1 +$5.91M
2 +$2.64M
3 +$2.57M
4
EMCF
Emclaire Financial Corp
EMCF
+$2.47M
5
MSFT icon
Microsoft
MSFT
+$2.39M

Sector Composition

1 Technology 25.79%
2 Healthcare 10.58%
3 Financials 9.1%
4 Consumer Discretionary 7.14%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,083
177
-78,054