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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
$591M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.3M
3
+$8.64M
4
LLY icon
Eli Lilly
LLY
+$7.04M
5
AMZN icon
Amazon
AMZN
+$3.39M

Top Sells

1
+$11.3M
2
+$8.32M
3
+$5.07M
4
BBWI icon
Bath & Body Works
BBWI
+$4.14M
5
CHGG icon
Chegg
CHGG
+$3.21M

Sector Composition

1 Healthcare 31.92%
2 Technology 21.79%
3 Industrials 12.6%
4 Communication Services 9.22%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.04%
7,281
77
$246K 0.04%
+594
78
$245K 0.04%
573
79
$241K 0.04%
+3,100
80
$233K 0.04%
+600
81
$224K 0.04%
8,722
82
$220K 0.04%
1,630
83
$209K 0.04%
18,098
84
$112K 0.02%
13,083
85
$41K 0.01%
+83,000
86
– –
-2,083
87
– –
-29,500
88
– –
-100,988
89
– –
-6,400
90
– –
-12,419
91
– –
-5,000
92
– –
-24,497
93
– –
-3,516
94
– –
-1,128
95
– –
-2,254
96
– –
-14,934
97
– –
-5,000
98
– –
-148,589
99
– –
-872
1 2 3
4