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
$7.02B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$7.64M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$5.94M

Top Sells

1
+$13.3M
2
+$11.4M
3
+$9.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.82M
5
ABBV icon
AbbVie
ABBV
+$8.74M

Sector Composition

1 Technology 11.04%
2 Healthcare 3.98%
3 Consumer Discretionary 3.81%
4 Financials 3.67%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.1M 0.06%
16,775
-1,813
227
$4.08M 0.06%
76,579
-20,094
228
$4.07M 0.06%
17,159
+81
229
$4.05M 0.06%
14,439
+2,547
230
$4.04M 0.06%
137,240
+56,712
231
$3.99M 0.06%
41,612
+12,896
232
$3.96M 0.06%
26,437
+73
233
$3.91M 0.06%
71,627
-8,689
234
$3.88M 0.06%
42,519
+2,814
235
$3.86M 0.06%
13,712
-4,564
236
$3.84M 0.05%
64,016
-40
237
$3.83M 0.05%
64,734
-947
238
$3.83M 0.05%
174,232
-7,296
239
$3.82M 0.05%
33,163
+3,659
240
$3.77M 0.05%
34,504
-4,285
241
$3.73M 0.05%
18,048
-2,795
242
$3.71M 0.05%
20,711
+398
243
$3.68M 0.05%
7,117
-43
244
$3.65M 0.05%
69,075
-5,382
245
$3.65M 0.05%
12,064
-2,945
246
$3.55M 0.05%
23,380
-1,947
247
$3.53M 0.05%
94,002
-4,960
248
$3.49M 0.05%
10,674
-332
249
$3.36M 0.05%
64,533
-2,869
250
$3.35M 0.05%
35,962
+3,656
8 9
10
11 12