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PCP

Pacific Capital Partners Portfolio holdings

AUM $101M
1-Year Est. Return 5.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.11M
3
+$3.83M
4
AMZN icon
Amazon
AMZN
+$3.72M
5
ACA icon
Arcosa
ACA
+$3.44M

Top Sells

1
+$3.22M
2
+$2.63M
3
+$2.42M
4
KBR icon
KBR
KBR
+$2.27M
5
ICLR icon
Icon
ICLR
+$2.23M

Sector Composition

1 Healthcare 38.93%
2 Industrials 28.24%
3 Financials 9.61%
4 Communication Services 6.19%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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53
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54
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55
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-8,269
56
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57
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-13,606
58
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-12,000
59
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60
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-125,000
61
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-13,156
63
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-32,074
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