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

Top Buys

1
+$6.58M
2
+$5.5M
3
+$5.07M
4
UNH icon
UnitedHealth
UNH
+$979K
5
ET icon
Energy Transfer Partners
ET
+$855K

Top Sells

1
+$1.25M
2
+$968K
3
+$885K
4
TMO icon
Thermo Fisher Scientific
TMO
+$858K
5
ABT icon
Abbott
ABT
+$586K

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
– –
-900
77
– –
-2,358
78
– –
-3,145
79
– –
-5,000
80
– –
-3,287
81
– –
-1,617
1 2 3
4