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PCA

Private Capital Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$5.57M
3
+$1.98M
4
LHX icon
L3Harris
LHX
+$798K
5
ABBV icon
AbbVie
ABBV
+$552K

Top Sells

1
+$6.87M
2
+$3.7M
3
+$1.37M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.2M
5
UBA
Urstadt Biddle Properties Inc. Class A
UBA
+$740K

Sector Composition

1 Healthcare 30.45%
2 Technology 16.07%
3 Industrials 13.97%
4 Communication Services 12.61%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.06%
7,405
77
$208K 0.06%
+2,090
78
$180K 0.05%
13,084
79
– –
0
80
– –
-11,509
81
– –
-3,000
82
– –
-17,710
83
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-8,671
84
– –
-216
85
– –
-193,167
86
– –
-26,635
87
– –
-4,316
1 2 3
4