PIAS

PCA Investment Advisory Services Portfolio holdings

AUM $270M
1-Year Est. Return 13.5%
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1 +$701K
2 +$309K
3 +$268K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$242K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$230K

Sector Composition

1 Technology 6.67%
2 Consumer Staples 3.82%
3 Financials 2.99%
4 Consumer Discretionary 2.52%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$32.2K 0.02%
+938
302
$31.4K 0.02%
+181
303
$31.2K 0.02%
+544
304
$31.1K 0.02%
+1,628
305
$30.9K 0.02%
+231
306
$30.1K 0.02%
+379
307
$29.7K 0.02%
+1,098
308
$29.3K 0.02%
+290
309
$29.3K 0.02%
+256
310
$29.1K 0.02%
+176
311
$29K 0.02%
+317
312
$28.8K 0.02%
+270
313
$28.2K 0.02%
+111
314
$27.8K 0.02%
+219
315
$27.5K 0.02%
+136
316
$27.2K 0.02%
+760
317
$27.1K 0.02%
+800
318
$26.9K 0.02%
+276
319
$26.7K 0.02%
+212
320
$26.7K 0.02%
+414
321
$26.6K 0.02%
+398
322
$26.2K 0.02%
+832
323
$25.9K 0.02%
+417
324
$25.8K 0.02%
+286
325
$25.8K 0.02%
+230