PCA
Private Capital Advisors Portfolio holdings
AUM
$821M
This Quarter Return
+6.01%
1 Year Return
+5.72%
3 Year Return
+100.45%
5 Year Return
+227.97%
10 Year Return
+492.43%
AUM
$535M
AUM Growth
+$535M
(+8%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
3.63%
Top 10 Holdings %
Top 10 Hldgs %
45.07%
Holding
111
New
13
Increased
9
Reduced
20
Closed
8
Top Buys
| 1 |
PayPal
PYPL
|
$13.7M |
| 2 |
W.P. Carey
WPC
|
$9.41M |
| 3 |
Chegg
CHGG
|
$8.09M |
| 4 |
Nordson
NDSN
|
$8.06M |
| 5 |
iShares Silver Trust
SLV
|
$7.14M |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$9.1M |
| 2 |
Illumina
ILMN
|
$7.52M |
| 3 |
Cisco
CSCO
|
$3.72M |
| 4 |
AbbVie
ABBV
|
$3.43M |
| 5 |
Visa
V
|
$1.06M |
Sector Composition
| 1 | Healthcare | 31.32% |
| 2 | Technology | 20% |
| 3 | Industrials | 13.09% |
| 4 | Communication Services | 8.84% |
| 5 | Financials | 8.55% |
