PCA

Pallas Capital Advisors Portfolio holdings

AUM $2.72B
1-Year Est. Return 5.96%
This Quarter Est. Return
1 Year Est. Return
+5.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.2M
3
+$10.9M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.75M
5
AMZN icon
Amazon
AMZN
+$5.89M

Top Sells

1
+$21.8M
2
+$14.7M
3
+$14.2M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.92M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.31M

Sector Composition

1 Healthcare 19.63%
2 Technology 12.05%
3 Financials 6.93%
4 Energy 5.55%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
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