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
301
$4K ﹤0.01%
+150
302
$4K ﹤0.01%
+91
303
$4K ﹤0.01%
+150
304
$4K ﹤0.01%
+26
305
$4K ﹤0.01%
+40
306
$4K ﹤0.01%
+800
307
$3K ﹤0.01%
+40
308
$3K ﹤0.01%
+113
309
$3K ﹤0.01%
+200
310
$3K ﹤0.01%
+29
311
$3K ﹤0.01%
+18
312
$3K ﹤0.01%
+35
313
$3K ﹤0.01%
382
314
$3K ﹤0.01%
79
315
$3K ﹤0.01%
136
316
$3K ﹤0.01%
+124
317
$3K ﹤0.01%
+48
318
$3K ﹤0.01%
+175
319
$3K ﹤0.01%
+90
320
$2K ﹤0.01%
+200
321
$2K ﹤0.01%
+66
322
$2K ﹤0.01%
+46
323
$2K ﹤0.01%
+60
324
$2K ﹤0.01%
+20
325
$2K ﹤0.01%
53
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