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
$840M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$15.7M
3 +$677K
4
TSLA icon
Tesla
TSLA
+$673K
5
NVDA icon
NVIDIA
NVDA
+$542K

Top Sells

1 +$19M
2 +$18.5M
3 +$11.8M
4
COP icon
ConocoPhillips
COP
+$8.54M
5
MRK icon
Merck
MRK
+$8.09M

Sector Composition

1 Healthcare 47.05%
2 Technology 21.2%
3 Communication Services 10.06%
4 Energy 7.6%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-615