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
276
$356K 0.02%
+5,184
277
$352K 0.02%
1,000
278
$350K 0.02%
6,963
+2,674
279
$346K 0.02%
+4,733
280
$345K 0.02%
6,158
+256
281
$343K 0.02%
4,236
+630
282
$338K 0.02%
+6,712
283
$336K 0.02%
+4,356
284
$335K 0.02%
3,530
+1,023
285
$333K 0.02%
+7,024
286
$328K 0.02%
1,244
+337
287
$326K 0.02%
+4,127
288
$324K 0.02%
6,827
289
$319K 0.02%
1,802
+20
290
$310K 0.02%
2,681
291
$308K 0.02%
+1,766
292
$302K 0.02%
3,640
293
$302K 0.02%
+7,273
294
$298K 0.02%
+402
295
$296K 0.02%
+3,382
296
$294K 0.02%
1,246
-9
297
$292K 0.02%
+704
298
$291K 0.02%
11,824
-585
299
$289K 0.02%
1,849
+28
300
$289K 0.02%
7,680
+2,050
10 11
12
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