PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+0.78%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$238M
AUM Growth
+$96.7M
(+68%)
Cap. Flow
+$93.6M
Cap. Flow
% of AUM
39.35%
Top 10 Holdings %
Top 10 Hldgs %
30.03%
Holding
386
New
148
Increased
98
Reduced
31
Closed
32
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$6.99M |
| 2 |
Bank of America
BAC
|
+$6.43M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$5.2M |
| 4 |
United Rentals
URI
|
+$5.18M |
| 5 |
Corpay
CPAY
|
+$4.93M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$5.3M |
| 2 |
Lowe's Companies
LOW
|
+$3.76M |
| 3 |
Charles Schwab
SCHW
|
+$3.73M |
| 4 |
Chevron
CVX
|
+$3.34M |
| 5 |
Microsoft
MSFT
|
+$3.26M |
Sector Composition
| 1 | Technology | 14.28% |
| 2 | Industrials | 13.05% |
| 3 | Financials | 8.13% |
| 4 | Consumer Discretionary | 5.11% |
| 5 | Materials | 5.07% |
