PIAS
PCA Investment Advisory Services Portfolio holdings
AUM
$237M
1-Year Return
12.05%
This Quarter Return
+5.95%
1 Year Return
+12.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$17.8M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$9.08M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$9M |
| 4 |
Vanguard Value ETF
VTV
|
$7.67M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Consumer Staples | 3.86% |
| 3 | Financials | 2.5% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Communication Services | 1.85% |
