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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$564K 0.03%
9,210
-15,397
227
$563K 0.03%
13,133
-90,492
228
$558K 0.03%
9,486
-129
229
$552K 0.03%
+8,354
230
$549K 0.03%
12,500
-3
231
$548K 0.03%
+2,480
232
$535K 0.03%
4,140
+363
233
$534K 0.03%
3,737
+503
234
$532K 0.03%
3,062
-12,841
235
$520K 0.03%
7,815
-28,131
236
$507K 0.03%
+21,790
237
$498K 0.03%
3,352
+226
238
$494K 0.03%
955
239
$488K 0.03%
+2,591
240
$481K 0.03%
+1,354
241
$465K 0.02%
7,625
+580
242
$463K 0.02%
5,305
+2,158
243
$462K 0.02%
16,801
-954
244
$458K 0.02%
1,562
+100
245
$457K 0.02%
+3,553
246
$455K 0.02%
+4,338
247
$451K 0.02%
8,806
+946
248
$446K 0.02%
14,158
+2,189
249
$445K 0.02%
4,702
-112
250
$443K 0.02%
2,348
+791
8 9
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