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
251
$16K 0.01%
+1,082
252
$16K 0.01%
+300
253
$16K 0.01%
+900
254
$15K 0.01%
+250
255
$15K 0.01%
275
-67
256
$15K 0.01%
+312
257
$14K 0.01%
+225
258
$13K 0.01%
1,500
+550
259
$13K 0.01%
166
260
$13K 0.01%
+688
261
$12K 0.01%
376
262
$12K 0.01%
686
263
$12K 0.01%
100
-6,500
264
$11K ﹤0.01%
+328
265
$11K ﹤0.01%
+160
266
$11K ﹤0.01%
599
267
$11K ﹤0.01%
250
268
$11K ﹤0.01%
1,202
-1
269
$10K ﹤0.01%
+400
270
$10K ﹤0.01%
426
271
$9K ﹤0.01%
220
272
$9K ﹤0.01%
404
273
$8K ﹤0.01%
200
274
$8K ﹤0.01%
+300
275
$8K ﹤0.01%
+220
9 10
11
12 13