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
$241M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$1.93M
3
+$1.87M
4
OPOF
Old Point Financial
OPOF
+$1.7M
5
CMA icon
Comerica
CMA
+$1.14M

Top Sells

1
+$8.34M
2
+$2.9M
3
+$2.79M
4
LFT
Lument Finance Trust
LFT
+$2.57M
5
ABCB icon
Ameris Bancorp
ABCB
+$2.23M

Sector Composition

1 Financials 95.3%
2 Real Estate 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$700K 0.29%
37,291
27
$698K 0.29%
100,000
28
$394K 0.16%
28,159
29
– –
-80,000
30
– –
-8,000
31
– –
-73,552
32
– –
-161,400
33
– –
-538,675
1
2