PCA

Private Capital Advisors Portfolio holdings

AUM $821M
1-Year Est. Return 5.72%
This Quarter Est. Return
1 Year Est. Return
+5.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$7.24M
2 +$3.25M
3 +$2.81M
4
EPD icon
Enterprise Products Partners
EPD
+$2.71M
5
KPTI icon
Karyopharm Therapeutics
KPTI
+$971K

Top Sells

1 +$10.7M
2 +$128K
3 +$111K
4
TSLA icon
Tesla
TSLA
+$51.4K
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$43.6K

Sector Composition

1 Healthcare 30.73%
2 Technology 16.53%
3 Communication Services 14.87%
4 Industrials 8.7%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$373K 0.1%
3,475
77
$350K 0.1%
19,815
-2,910
78
$320K 0.09%
1,425
79
$305K 0.08%
30,000
80
$296K 0.08%
17,500
81
$283K 0.08%
973
82
$278K 0.08%
1,300
83
$273K 0.08%
3,621
84
$269K 0.07%
4,800
85
$232K 0.06%
7,405
86
$109K 0.03%
1,721
87
$28K 0.01%
+2,500