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PCA
Purkiss Capital Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
22.98%
This Fund
S&P 500
1 Year Est. Return
+22.98%
AUM
$227M
AUM Growth
+$14.1M
(+6.6%)
Holding
178
Top Buys
| 1 | +$2.59M | |
| 2 | +$2.37M | |
| 3 | +$2.23M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.73M |
| 5 |
Palantir
PLTR
|
+$1.37M |
Top Sells
| 1 | +$2.71M | |
| 2 | +$569K | |
| 3 | +$531K | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$357K |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$349K |
Sector Composition
| 1 | Technology | 20.02% |
| 2 | Financials | 18.62% |
| 3 | Industrials | 6.41% |
| 4 | Healthcare | 5.52% |
| 5 | Energy | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard FTSE Developed Markets ETF
VEA
$230B
| – | – |
-3,923
|
|
||
|
177
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
| – | – |
-3,032
|
|
||
|
178
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| – | – |
-4,491
|
|