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
$610M
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$5.67M
3 +$5.66M
4
UNH icon
UnitedHealth
UNH
+$963K
5
ET icon
Energy Transfer Partners
ET
+$857K

Top Sells

1 +$1.39M
2 +$968K
3 +$889K
4
TMO icon
Thermo Fisher Scientific
TMO
+$830K
5
CACI icon
CACI
CACI
+$622K

Sector Composition

1 Healthcare 47.48%
2 Technology 16.93%
3 Energy 15.64%
4 Industrials 6.78%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,287
77
-1,617
78
-3,145
79
-2,657
80
-9,066
81
-900