PCA
Private Capital Advisors Portfolio holdings
AUM
$979M
1-Year Est. Return
35.87%
This Fund
S&P 500
1 Year Est. Return
+35.87%
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
Southern Copper
SCCO
$172B
| – | – |
-120,776
|
|
||
77
Regeneron Pharmaceuticals
REGN
$82.2B
| – | – |
-616
|
|
||
78
Parsons
PSN
$7.42B
| – | – |
-3,571
|
|
||
79
Morgan Stanley
MS
$289B
| – | – |
-1,500
|
|
||
80
Live Nation Entertainment
LYV
$34.4B
| – | – |
-3,065
|
|
||
81
SPDR Gold Trust
GLD
$175B
| – | – |
-1,152
|
|
||
82
Booz Allen Hamilton
BAH
$10.9B
| – | – |
-2,620
|
|
||
83
Broadcom
AVGO
$1.65T
| – | – |
-1,223
|
|