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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
$898M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$7.97M
3
+$7.96M
4
LLY icon
Eli Lilly
LLY
+$2.63M
5
PANW icon
Palo Alto Networks
PANW
+$1.3M

Top Sells

1
+$6.28M
2
+$6.01M
3
+$3.8M
4
CF icon
CF Industries
CF
+$1.97M
5
COP icon
ConocoPhillips
COP
+$967K

Sector Composition

1 Healthcare 51.65%
2 Technology 14.83%
3 Energy 8.64%
4 Communication Services 8.21%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,814
77
– –
-1,665
78
– –
-30,000
79
– –
-79
80
– –
-67,386
81
– –
-7,313
82
– –
-9,650
83
– –
-1,236
84
– –
-216,710
1 2 3
4