PCA
Private Capital Advisors Portfolio holdings
AUM $836M
AUM
$836M
AUM Growth
-$3.77M (-0.5%)
Cap. Flow
+$25.5M
Cap. Flow % of AUM
3.05%
Top 10 Holdings %Top 10 Hldgs %
70.54%
Holding
85
New
10
Increased
14
Reduced
18
Closed
9
Top Buys
| 1 | $14M | |
| 2 | $13.8M | |
| 3 | $3.49M | |
| 4 | $1.05M | |
| 5 | $947K |
Top Sells
| 1 | $9.74M | |
| 2 | $803K | |
| 3 | $450K | |
| 4 | $372K | |
| 5 | $343K |
Sector Composition
| 1 | Healthcare | 51.71% |
| 2 | Technology | 18.99% |
| 3 | Communication Services | 9.67% |
| 4 | Energy | 8.17% |
| 5 | Industrials | 5.06% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -204 | Closed | – |
