PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$6.81M
3
+$5.73M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.17M
5
CPAY icon
Corpay
CPAY
+$4.8M

Top Sells

1
+$5.19M
2
+$4.05M
3
+$3.76M
4
CVX icon
Chevron
CVX
+$3.28M
5
MSFT icon
Microsoft
MSFT
+$3.2M

Sector Composition

1 Technology 14.28%
2 Industrials 13.05%
3 Financials 8.13%
4 Consumer Discretionary 5.11%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.01%
+339
227
$26K 0.01%
+125
228
$26K 0.01%
500
229
$25K 0.01%
+200
230
$25K 0.01%
+346
231
$25K 0.01%
+600
232
$24K 0.01%
+424
233
$24K 0.01%
+508
234
$23K 0.01%
1,270
235
$23K 0.01%
466
+300
236
$22K 0.01%
+200
237
$22K 0.01%
+292
238
$21K 0.01%
+920
239
$21K 0.01%
134
-17
240
$21K 0.01%
800
241
$20K 0.01%
+355
242
$20K 0.01%
+400
243
$20K 0.01%
+514
244
$19K 0.01%
+175
245
$19K 0.01%
+2,222
246
$18K 0.01%
+125
247
$18K 0.01%
+75
248
$18K 0.01%
+171
249
$17K 0.01%
317
250
$16K 0.01%
373
+40
8 9
10
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