PCA

Private Capital Advisors Portfolio holdings

AUM $979M
1-Year Est. Return 35.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
-$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$13.9M
3 +$3.91M
4
AMZN icon
Amazon
AMZN
+$1.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.11M

Top Sells

1 +$17.6M
2 +$13.4M
3 +$2.18M
4
LHX icon
L3Harris
LHX
+$1.5M
5
NFLX icon
Netflix
NFLX
+$819K

Sector Composition

1 Healthcare 51.71%
2 Technology 18.99%
3 Communication Services 9.67%
4 Energy 8.17%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,060