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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 $140,267,945
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 40,798 $17,520,216 12.49%
2.
Ishares Trust
 IEF 126,669 $9,452,101 6.73%
3.
Ishares Trust
 IEF 98,574 $9,347,778 6.66%
4.
Vanguard Index Fds
 55,290 $7,626,270 5.43%
5.
Vanguard Index Fds
 22,545 $6,139,450 4.37%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)