Melissa C. Anderson

@Pca Investment Advisory Services Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$215.966M

Total holdings145

Assets growth rate1.72%

Assets growth rate (2-Q avg)6.48%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pca Investment Advisory Services Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Pca Investment Advisory Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 215.966M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 6.48%. The portfolio is managed by Melissa C. Anderson, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GISGeneral Mls Inc Recent Activity Decreased -7.44%	0.1%	$212,386 3,331 shares@ $63.77 avg price	Decreased -7.44%
VYMVanguard Whitehall Fds Recent Activity Decreased -8.58%	0.1%	$208,032 1,630 shares@ $127.63 avg price	Decreased -8.58%
IEFAIshares Tr Recent Activity Decreased -31.72%	0.1%	$203,433 2,895 shares@ $70.28 avg price	Decreased -31.72%
CLFCleveland-cliffs Inc New Recent Activity Decreased -1.83%	0.05%	$100,437 10,685 shares@ $9.4 avg price	Decreased -1.83%