SCA
STALEY CAPITAL ADVISERS Portfolio holdings
AUM
$2.35B
1-Year Est. Return
16.46%
1 Year Est. Return
+16.46%
AUM
$2.21B
AUM Growth
-$43M
(-1.9%)
Holding
190
Top Buys
| 1 | +$5.26M | |
| 2 | +$4.81M | |
| 3 | +$4.02M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.76M |
| 5 |
Fidelity Enhanced Mid Cap ETF
FMDE
|
+$3.33M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$7.65M | |
| 3 | +$6.99M | |
| 4 |
JPMorgan Chase
JPM
|
+$5.64M |
| 5 |
Fiserv
FI
|
+$3.43M |
Sector Composition
| 1 | Technology | 23.06% |
| 2 | Financials | 12.27% |
| 3 | Consumer Discretionary | 7.88% |
| 4 | Communication Services | 7.19% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nuveen Arizona Quality Municipal Income Fund
NAZ
$139M
| $121K | 0.01% |
10,000
|
|
||
177
Planet Labs
PL
$4.19B
| $101K | ﹤0.01% |
30,000
|
|
||
178
VYNE Therapeutics
VYNE
$9.51M
| $81.3K | ﹤0.01% |
51,472
+15,000
|
|
||
179
Eos Energy Enterprises
EOSE
$4.48B
| $75.6K | ﹤0.01% |
+20,000
|
|
||
180
Phathom Pharmaceuticals
PHAT
$960M
| $62.7K | ﹤0.01% |
10,000
|
|
||
181
Anixa Biosciences
ANIX
$136M
| $28.6K | ﹤0.01% |
10,000
|
|
||
182
Ondas Holdings
ONDS
$2.6B
| $24.1K | ﹤0.01% |
22,500
+10,000
|
|
||
183
UnitedHealth
UNH
$328B
| – | – |
-790
|
|