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
$577M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$10.8M
3
+$5.05M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.78M
5
EPD icon
Enterprise Products Partners
EPD
+$1.77M

Top Sells

1
+$11.5M
2
+$7.53M
3
+$6.11M
4
PYPL icon
PayPal
PYPL
+$1.66M
5
EW icon
Edwards Lifesciences
EW
+$1.64M

Sector Composition

1 Healthcare 40.62%
2 Technology 19.66%
3 Energy 15.28%
4 Industrials 7.32%
5 Communication Services 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K ﹤0.01%
83,000
77
$13K ﹤0.01%
10,000
78
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86
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89
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-2,787
1 2 3
4