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
301
$4K ﹤0.01%
+26
302
$4K ﹤0.01%
+200
303
$4K ﹤0.01%
+40
304
$4K ﹤0.01%
+800
305
$4K ﹤0.01%
80
-920
306
$4K ﹤0.01%
+60
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%
+54
318
$3K ﹤0.01%
+175
319
$3K ﹤0.01%
+45
320
$2K ﹤0.01%
+53
321
$2K ﹤0.01%
+200
322
$2K ﹤0.01%
+66
323
$2K ﹤0.01%
+46
324
$2K ﹤0.01%
+60
325
$2K ﹤0.01%
+20
11 12
13
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