PCA

Pallas Capital Advisors Portfolio holdings

AUM $3.03B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$12.4M
3
+$10.8M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$6.67M
5
AMZN icon
Amazon
AMZN
+$5.36M

Top Sells

1
+$21.8M
2
+$14.8M
3
+$14.1M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$9.92M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.3M

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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