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
$309M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.33M
3 +$1.61M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.45M

Top Sells

1 +$5.72M
2 +$5.24M
3 +$2.22M
4
DT
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
+$1.8M
5
QCOM icon
Qualcomm
QCOM
+$1.71M

Sector Composition

1 Healthcare 26.58%
2 Communication Services 17.48%
3 Technology 11.4%
4 Industrials 9.81%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-102,628
127
-38,937