PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
-0.8%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$141M
AUM Growth
+$11.4M
(+8.8%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
9.41%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
293
New
45
Increased
67
Reduced
38
Closed
57
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$4.59M |
| 2 |
Lowe's Companies
LOW
|
+$3.69M |
| 3 |
ConocoPhillips
COP
|
+$3.38M |
| 4 |
Microsoft
MSFT
|
+$3.14M |
| 5 |
Chevron
CVX
|
+$3.09M |
Top Sells
| 1 |
Alibaba
BABA
|
+$3.05M |
| 2 |
United Rentals
URI
|
+$2.95M |
| 3 |
iShares Mortgage Real Estate ETF
REM
|
+$2.87M |
| 4 |
Apple
AAPL
|
+$2.79M |
| 5 |
lululemon athletica
LULU
|
+$2.69M |
Sector Composition
| 1 | Industrials | 11.5% |
| 2 | Technology | 10.49% |
| 3 | Consumer Discretionary | 8.29% |
| 4 | Financials | 7.78% |
| 5 | Energy | 7.59% |
