PCA
Private Capital Advisors Portfolio holdings
AUM
$899M
1-Year Est. Return
9.31%
1 Year Est. Return
+9.31%
AUM
$899M
AUM Growth
+$77.7M
(+9.5%)
Holding
92
Top Buys
| 1 | +$18M | |
| 2 | +$17M | |
| 3 | +$13.8M | |
| 4 |
Apple
AAPL
|
+$4.82M |
| 5 |
Tesla
TSLA
|
+$2.58M |
Top Sells
| 1 | +$12M | |
| 2 | +$2.03M | |
| 3 | +$2.01M | |
| 4 |
Amazon
AMZN
|
+$1.11M |
| 5 |
Immunome
IMNM
|
+$841K |
Sector Composition
| 1 | Healthcare | 43.13% |
| 2 | Technology | 18.25% |
| 3 | Communication Services | 12.38% |
| 4 | Energy | 7.3% |
| 5 | Industrials | 6.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Broadcom
AVGO
$1.7T
| – | – |
-1,223
|
|
||
77
Booz Allen Hamilton
BAH
$11.3B
| – | – |
-2,620
|
|
||
78
SPDR Gold Trust
GLD
$145B
| – | – |
-1,152
|
|
||
79
Live Nation Entertainment
LYV
$33.2B
| – | – |
-3,065
|
|
||
80
Morgan Stanley
MS
$284B
| – | – |
-1,500
|
|
||
81
Parsons
PSN
$6.74B
| – | – |
-3,571
|
|
||
82
Regeneron Pharmaceuticals
REGN
$77.9B
| – | – |
-616
|
|
||
83
Southern Copper
SCCO
$117B
| – | – |
-120,776
|
|