PCA
Private Capital Advisors Portfolio holdings
AUM
$979M
1-Year Est. Return
35.88%
This Fund
S&P 500
1 Year Est. Return
+35.88%
AUM
$979M
AUM Growth
+$80.9M
(+9%)
Holding
87
Top Buys
| 1 | +$5.98M | |
| 2 | +$5.5M | |
| 3 | +$4.4M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.89M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$997K |
Top Sells
| 1 | +$18M | |
| 2 | +$10.3M | |
| 3 | +$8.85M | |
| 4 |
Apple
AAPL
|
+$7.69M |
| 5 |
Eli Lilly
LLY
|
+$5.86M |
Sector Composition
| 1 | Healthcare | 52.41% |
| 2 | Technology | 15.74% |
| 3 | Communication Services | 11.09% |
| 4 | Energy | 6.67% |
| 5 | Industrials | 5.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Texas Instruments
TXN
$181B
| – | – |
-2,000
|
|
||
|
ALTS
77
ALT5 Sigma
ALTS
$174M
| – | – |
-31,000
|
|
||
78
Viking Holdings
VIK
$32.4B
| – | – |
-4,010
|
|