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
276
$2.63M 0.04%
16,882
-2,801
277
$2.63M 0.04%
26,808
-1,151
278
$2.61M 0.04%
11,335
+1,062
279
$2.53M 0.04%
24,381
-6,620
280
$2.52M 0.04%
4,430
-262
281
$2.51M 0.04%
23,003
-1,883
282
$2.5M 0.04%
72,543
-19,313
283
$2.42M 0.03%
23,016
-492
284
$2.41M 0.03%
32,576
-2,185
285
$2.39M 0.03%
29,091
+2,000
286
$2.37M 0.03%
8,389
+25
287
$2.36M 0.03%
18,712
+8,502
288
$2.34M 0.03%
17,411
-151
289
$2.33M 0.03%
9,360
-191
290
$2.31M 0.03%
11,227
-637
291
$2.31M 0.03%
79,502
-63
292
$2.3M 0.03%
40,638
-2,070
293
$2.27M 0.03%
204,518
-87,830
294
$2.26M 0.03%
114,740
-2,490
295
$2.25M 0.03%
20,110
-2,528
296
$2.23M 0.03%
33,904
+672
297
$2.22M 0.03%
13,270
+171
298
$2.21M 0.03%
35,207
-14,523
299
$2.21M 0.03%
44,765
-4,287
300
$2.17M 0.03%
18,859
-1,180
10 11
12
13 14