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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$173K 0.01%
5,835
+3,134
252
$166K 0.01%
5,331
+1,393
253
$157K 0.01%
5,723
+3,293
254
$157K 0.01%
4,000
+1,200
255
$151K 0.01%
9,172
256
$142K 0.01%
1,371
-227
257
$141K 0.01%
635
-11,500
258
$141K 0.01%
26,079
+4,605
259
$141K 0.01%
718
+19
260
$139K 0.01%
1,764
261
$135K 0.01%
2,915
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262
$131K 0.01%
+3,400
263
$127K 0.01%
2,125
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264
$124K 0.01%
601
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265
$124K 0.01%
5,000
266
$123K 0.01%
1,340
267
$121K 0.01%
1,888
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268
$119K 0.01%
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269
$119K 0.01%
773
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270
$118K 0.01%
426
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271
$116K 0.01%
513
-8,374
272
$116K 0.01%
15,855
-18,762
273
$115K 0.01%
7,410
274
$109K 0.01%
950
275
$106K 0.01%
+773
9 10
11
12 13