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
$7.02B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$7.64M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$5.94M

Top Sells

1
+$13.3M
2
+$11.4M
3
+$9.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.82M
5
ABBV icon
AbbVie
ABBV
+$8.74M

Sector Composition

1 Technology 11.04%
2 Healthcare 3.98%
3 Consumer Discretionary 3.81%
4 Financials 3.67%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.32M 0.05%
789
-141
252
$3.28M 0.05%
21,020
-1,527
253
$3.24M 0.05%
12,372
-875
254
$3.18M 0.05%
500,638
-8,147
255
$3.15M 0.04%
34,850
+304
256
$3.13M 0.04%
5,929
-8,509
257
$3.08M 0.04%
29,990
+462
258
$3.08M 0.04%
23,398
-157
259
$3.06M 0.04%
13,295
-2,194
260
$3.04M 0.04%
6,023
-103
261
$3.01M 0.04%
22,499
-583
262
$2.97M 0.04%
28,489
-2,733
263
$2.96M 0.04%
10,260
+1,670
264
$2.93M 0.04%
33,327
-15
265
$2.85M 0.04%
95,039
-20,150
266
$2.82M 0.04%
5,740
-15
267
$2.8M 0.04%
3,365
+155
268
$2.74M 0.04%
45,387
+872
269
$2.69M 0.04%
106,346
-46,603
270
$2.69M 0.04%
10,058
+97
271
$2.69M 0.04%
74,832
-3,778
272
$2.67M 0.04%
50,132
-187
273
$2.67M 0.04%
18,309
-462
274
$2.64M 0.04%
18,841
-2,634
275
$2.64M 0.04%
39,839
-600
9 10
11
12 13