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
$269M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$10.3M
3 +$7.56M
4
AAPL icon
Apple
AAPL
+$6.29M
5
EPD icon
Enterprise Products Partners
EPD
+$6.18M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.98%
2 Energy 14.7%
3 Communication Services 12.15%
4 Industrials 9.72%
5 Technology 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.08%
+7,600
102
$80K 0.03%
+11,500
103
$69K 0.03%
+10,853
104
$38K 0.01%
+83