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
$140M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$93.2K
3
+$93.2K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$72.4K
5
VV icon
Vanguard Large-Cap ETF
VV
+$57.5K

Top Sells

1
+$220K
2
+$219K
3
+$218K
4
APD icon
Air Products & Chemicals
APD
+$210K
5
DIS icon
Walt Disney
DIS
+$209K

Sector Composition

1 Technology 5.85%
2 Consumer Staples 3.46%
3 Financials 2.48%
4 Communication Services 2.3%
5 Consumer Discretionary 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
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