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
251
– –
-1,500
252
– –
-390
253
– –
-160
254
– –
-159
255
– –
-181
256
– –
-26
257
– –
-15,000
258
– –
-1,270
259
– –
-13
260
– –
-275
261
– –
-63
262
– –
-52
263
– –
-2,300
264
– –
-75
265
$0 ﹤0.01%
14
266
– –
-41
267
– –
-357
268
– –
-34
269
– –
-205
270
– –
-78
271
– –
-160
272
– –
-8,652
273
– –
-113
274
– –
-62
275
– –
-300
8 9 10
11
12