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
$1.88B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$5.78M
3
+$5.63M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$4.98M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.89M

Top Sells

1
+$67.6M
2
+$49.2M
3
+$9.58M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$4.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.41M

Sector Composition

1 Healthcare 37.52%
2 Technology 9.68%
3 Financials 4.44%
4 Consumer Discretionary 3.61%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
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