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
$803M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$16.8M
3 +$8.59M
4
LLY icon
Eli Lilly
LLY
+$6.94M
5
AMZN icon
Amazon
AMZN
+$3.2M

Top Sells

1 +$10.7M
2 +$3.25M
3 +$1.21M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$951K
5
BX icon
Blackstone
BX
+$658K

Sector Composition

1 Healthcare 51.66%
2 Technology 14.43%
3 Energy 9.76%
4 Financials 6.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,437
77
-884
78
-186,258
79
-14,480
80
-9,800
81
-21,460
82
-5,230