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Home > Institutional Investor > Pca Investment Advisory Services Inc. > Profile

Instuitional Investor - Pca Investment Advisory Services Inc.

Fund Profile
Filing Period:
Fund Name: Pca Investment Advisory Services Inc.
Portfolio Value $215,965,932
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,918 $26,442,481 12.24%
2.
Ishares Trust
 IEF 221,089 $20,470,665 9.47%
3.
Ishares Trust
 IEF 91,479 $12,747,563 5.9%
4.
Dimensional Etf Trust
 172,198 $11,206,650 5.18%
5.
Vanguard Index Fds
 55,431 $9,384,551 4.34%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)