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

Top Buys

1
+$17.6M
2
+$15.4M
3
+$8.23M
4
LLY icon
Eli Lilly
LLY
+$6.35M
5
AMZN icon
Amazon
AMZN
+$2.96M

Top Sells

1
+$10.7M
2
+$3.15M
3
+$1.16M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$902K
5
BX icon
Blackstone
BX
+$626K

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
– –
-186,258
77
– –
-14,480
78
– –
-9,800
79
– –
-21,460
80
– –
-1,437
81
– –
-5,230
1 2 3
4