PCA
Pallas Capital Advisors Portfolio holdings
AUM
$2.63B
1-Year Return
7.61%
This Quarter Return
+12.02%
1 Year Return
+7.61%
3 Year Return
+38.25%
5 Year Return
–
10 Year Return
–
AUM
$988M
AUM Growth
+$89.7M
(+10%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
35.34%
Holding
296
New
38
Increased
83
Reduced
113
Closed
24
Top Buys
| 1 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$8.61M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.56M |
| 3 |
American Tower
AMT
|
$6.32M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.88M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.52M |
Top Sells
| 1 |
Lam Research
LRCX
|
$5.39M |
| 2 |
FT Vest US Equity Buffer ETF March
FMAR
|
$3.1M |
| 3 |
Medtronic
MDT
|
$2.47M |
| 4 |
Amazon
AMZN
|
$2.33M |
| 5 |
Vanguard Health Care ETF
VHT
|
$1.9M |
Sector Composition
| 1 | Healthcare | 18.9% |
| 2 | Technology | 10.7% |
| 3 | Industrials | 7.35% |
| 4 | Financials | 6.4% |
| 5 | Energy | 6.15% |
