PCA
Private Capital Advisors Portfolio holdings
AUM
$821M
This Quarter Return
+2.88%
1 Year Return
+5.72%
3 Year Return
+100.45%
5 Year Return
+227.97%
10 Year Return
+492.43%
AUM
$601M
AUM Growth
+$601M
(+1.6%)
Cap. Flow
+$8.75M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
108
New
11
Increased
19
Reduced
24
Closed
7
Top Buys
| 1 |
Pentair
PNR
|
$9.39M |
| 2 |
Coinbase
COIN
|
$8.55M |
| 3 |
GXO Logistics
GXO
|
$8.21M |
| 4 |
Amazon
AMZN
|
$5.07M |
| 5 |
CACI
CACI
|
$3.07M |
Top Sells
| 1 |
Cigna
CI
|
$14M |
| 2 |
Eastman Chemical
EMN
|
$8.47M |
| 3 |
Akamai
AKAM
|
$2.67M |
| 4 |
iShares Silver Trust
SLV
|
$1.65M |
| 5 |
Lockheed Martin
LMT
|
$712K |
Sector Composition
| 1 | Healthcare | 30.32% |
| 2 | Technology | 22.26% |
| 3 | Industrials | 14.12% |
| 4 | Financials | 10.22% |
| 5 | Communication Services | 9.4% |
