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
$288M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$4.17M
3 +$1.81M
4
BX icon
Blackstone
BX
+$1.8M
5
HWM icon
Howmet Aerospace
HWM
+$1.74M

Top Sells

1 +$3.62M
2 +$3.57M
3 +$2.65M
4
CMCSA icon
Comcast
CMCSA
+$2.38M
5
AAPL icon
Apple
AAPL
+$1.87M

Sector Composition

1 Healthcare 24.12%
2 Communication Services 17.33%
3 Technology 14.09%
4 Industrials 10.66%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,555
102
-6,931
103
-13,065
104
-4,500