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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$442K 0.02%
1,711
+139
252
$431K 0.02%
5,070
-8,430
253
$426K 0.02%
5,989
+1,536
254
$425K 0.02%
+2,458
255
$413K 0.02%
4,279
+1,890
256
$410K 0.02%
3,700
257
$410K 0.02%
7,622
+2,991
258
$406K 0.02%
4,254
259
$403K 0.02%
18,489
+358
260
$395K 0.02%
+9,374
261
$390K 0.02%
4,665
+1,364
262
$390K 0.02%
+6,590
263
$386K 0.02%
17,924
+5,098
264
$385K 0.02%
+2,873
265
$384K 0.02%
+1,699
266
$384K 0.02%
+2,613
267
$384K 0.02%
+2,100
268
$383K 0.02%
5,183
269
$383K 0.02%
+9,142
270
$381K 0.02%
9,137
-37,681
271
$380K 0.02%
2,760
+1,080
272
$368K 0.02%
4,902
-39,742
273
$367K 0.02%
14,075
+4,515
274
$363K 0.02%
5,310
+6
275
$362K 0.02%
+1,389
9 10
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