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
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.43M
3
+$5.2M
4
URI icon
United Rentals
URI
+$5.18M
5
CPAY icon
Corpay
CPAY
+$4.93M

Top Sells

1
+$5.3M
2
+$3.76M
3
+$3.73M
4
CVX icon
Chevron
CVX
+$3.34M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
+188
277
$8K ﹤0.01%
200
278
$7K ﹤0.01%
105
+39
279
$6K ﹤0.01%
+452
280
$6K ﹤0.01%
+121
281
$6K ﹤0.01%
+1,000
282
$6K ﹤0.01%
186
283
$6K ﹤0.01%
+38
284
$6K ﹤0.01%
+100
285
$6K ﹤0.01%
+100
286
$5K ﹤0.01%
50
287
$5K ﹤0.01%
+288
288
$5K ﹤0.01%
23
+3
289
$5K ﹤0.01%
+85
290
$5K ﹤0.01%
+38
291
$5K ﹤0.01%
+137
292
$5K ﹤0.01%
126
+60
293
$5K ﹤0.01%
+190
294
$5K ﹤0.01%
+78
295
$5K ﹤0.01%
+754
296
$5K ﹤0.01%
+66
297
$4K ﹤0.01%
+50
298
$4K ﹤0.01%
+150
299
$4K ﹤0.01%
+91
300
$4K ﹤0.01%
+150
10 11
12
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