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
$899M
AUM Growth
+$77.7M
(+9.5%)
Holding
92
Top Buys
| 1 | +$17.3M | |
| 2 | +$16.5M | |
| 3 | +$14.1M | |
| 4 |
Apple
AAPL
|
+$4.28M |
| 5 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$2.16M |
Top Sells
| 1 | +$12M | |
| 2 | +$1.73M | |
| 3 | +$1.48M | |
| 4 |
Amazon
AMZN
|
+$1.14M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$717K |
Sector Composition
| 1 | Healthcare | 43.13% |
| 2 | Technology | 18.26% |
| 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
Live Nation Entertainment
LYV
$34.9B
| – | – |
-3,065
|
|
||
77
Morgan Stanley
MS
$251B
| – | – |
-1,500
|
|
||
78
Parsons
PSN
$5.59B
| – | – |
-3,571
|
|
||
79
Regeneron Pharmaceuticals
REGN
$79.2B
| – | – |
-616
|
|
||
80
Southern Copper
SCCO
$132B
| – | – |
-121,803
|
|
||
81
Wynn Resorts
WYNN
$10.1B
| – | – |
-2,688
|
|
||
|
XYZ
82
Block Inc
XYZ
$34.2B
| – | – |
-5,600
|
|
||
|
AMRZ
83
Amrize Ltd
AMRZ
$29.8B
| – | – |
-4,668
|
|