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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K 0.02%
300
227
$264K 0.02%
2,785
+2,585
228
$264K 0.02%
4,600
229
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-39,500
230
$254K 0.02%
5,152
-4,233
231
$246K 0.02%
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-921
232
$241K 0.02%
2,051
-23,115
233
$238K 0.02%
2,152
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234
$226K 0.02%
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235
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236
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237
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238
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239
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442
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240
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241
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242
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243
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244
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245
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246
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247
$182K 0.02%
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248
$181K 0.02%
12,066
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249
$179K 0.02%
10,268
-1,038
250
$179K 0.02%
+950
8 9
10
11 12