PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$7.29M
2
+$6.81M
3
+$5.73M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.17M
5
CPAY icon
Corpay
CPAY
+$4.8M

Top Sells

1
+$5.19M
2
+$4.05M
3
+$3.76M
4
CVX icon
Chevron
CVX
+$3.28M
5
MSFT icon
Microsoft
MSFT
+$3.2M

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%
+1,000
280
$6K ﹤0.01%
+100
281
$6K ﹤0.01%
+452
282
$6K ﹤0.01%
+121
283
$6K ﹤0.01%
186
284
$6K ﹤0.01%
+38
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%
+200
298
$4K ﹤0.01%
80
-920
299
$4K ﹤0.01%
+60
300
$4K ﹤0.01%
+50
10 11
12
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