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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
$265M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Sells

1 +$1.87M
2 +$1.32M
3 +$1.22M
4
FWONA icon
Liberty Media Series A
FWONA
+$1.18M
5
AMZN icon
Amazon
AMZN
+$1.09M

Sector Composition

1 Healthcare 29.21%
2 Communication Services 19.6%
3 Energy 11.32%
4 Industrials 11.3%
5 Technology 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,500
102
-6,043
103
-13,100
104
-25,000
105
-17,000
106
-4,948