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
326
$25.7K 0.02%
+455
327
$25.7K 0.02%
+240
328
$25.7K 0.02%
+761
329
$25.2K 0.02%
+334
330
$24.9K 0.01%
+1,000
331
$24.8K 0.01%
+322
332
$24.1K 0.01%
+225
333
$23.8K 0.01%
+327
334
$23.6K 0.01%
+410
335
$23.3K 0.01%
+164
336
$23.3K 0.01%
+875
337
$22.9K 0.01%
+102
338
$22.6K 0.01%
+500
339
$22.6K 0.01%
+133
340
$22.5K 0.01%
+606
341
$22K 0.01%
+760
342
$21.6K 0.01%
+472
343
$21.5K 0.01%
+614
344
$21.3K 0.01%
+128
345
$20.9K 0.01%
+150
346
$20.9K 0.01%
+141
347
$20.9K 0.01%
+1,995
348
$20.4K 0.01%
+600
349
$20.1K 0.01%
+455
350
$19.9K 0.01%
+224