PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.69M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$3.14M
5
CVX icon
Chevron
CVX
+$3.09M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$2.87M
4
AAPL icon
Apple
AAPL
+$2.79M
5
LULU icon
lululemon athletica
LULU
+$2.69M

Sector Composition

1 Industrials 11.5%
2 Technology 10.49%
3 Consumer Discretionary 8.29%
4 Financials 7.78%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+167
227
$3K ﹤0.01%
+382
228
$3K ﹤0.01%
79
229
$3K ﹤0.01%
+136
230
$2K ﹤0.01%
+53
231
$2K ﹤0.01%
+29
232
$2K ﹤0.01%
50
233
$2K ﹤0.01%
+16
234
$1K ﹤0.01%
+51
235
– –
-44
236
– –
-330
237
– –
-182
238
$0 ﹤0.01%
1
239
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240
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241
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242
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-1,184
243
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244
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246
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248
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250
– –
-22,900
8 9
10
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