PC

PA Capital Portfolio holdings

AUM $142M
1-Year Est. Return 44.79%
This Quarter Est. Return
1 Year Est. Return
+44.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.22M
3
+$1.21M
4
XYZ
Block Inc
XYZ
+$1.21M
5
KURA icon
Kura Oncology
KURA
+$988K

Top Sells

1
+$3.09M
2
+$2.79M
3
+$1.54M
4
WTW icon
Willis Towers Watson
WTW
+$1.26M
5
CI icon
Cigna
CI
+$934K

Sector Composition

1 Technology 24.3%
2 Financials 19.87%
3 Communication Services 15.94%
4 Healthcare 13.22%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
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