PCA

PL Capital Advisors Portfolio holdings

AUM $301M
1-Year Est. Return 12.77%
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$709K

Top Sells

1
+$5.54M
2
+$1.5M
3
+$1.14M
4
FBIZ icon
First Business Financial Services
FBIZ
+$1.09M
5
SYF icon
Synchrony
SYF
+$341K

Sector Composition

1 Financials 93.73%
2 Real Estate 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.75%
122,900
27
$2.35M 0.72%
20,000
28
$2.34M 0.72%
206,000
29
$2.32M 0.71%
102,882
30
$1.83M 0.56%
80,530
31
$1.78M 0.55%
100,000
32
$1.21M 0.37%
41,500
33
$983K 0.3%
40,818
-45,387
34
$939K 0.29%
50,400
-297,100
35
$812K 0.25%
63,230
-88,986
36
$385K 0.12%
18,000
37
$265K 0.08%
10,000
1
2