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
$408M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$7.68M
3
+$7.17M
4
META icon
Meta Platforms (Facebook)
META
+$5.24M
5
CSCO icon
Cisco
CSCO
+$4.75M

Top Sells

1
+$7.53M
2
+$6.84M
3
+$6.56M
4
XLNX
Xilinx Inc
XLNX
+$3.22M
5
CI icon
Cigna
CI
+$1.43M

Sector Composition

1 Healthcare 31.29%
2 Technology 18.37%
3 Industrials 12.81%
4 Communication Services 11.69%
5 Energy 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-244,111
77
– –
-229,680
78
– –
-4,800
79
– –
-7,954
80
– –
-33,558
81
– –
-7,400
82
– –
-2,090
1 2 3
4