PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+3.06%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$315M
AUM Growth
+$76.7M
(+32%)
Cap. Flow
+$66.7M
Cap. Flow
% of AUM
21.21%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
392
New
38
Increased
88
Reduced
80
Closed
136
Top Buys
| 1 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$10.7M |
| 2 |
FedEx
FDX
|
+$7.12M |
| 3 |
JPMorgan Chase
JPM
|
+$6.84M |
| 4 |
Kohl's
KSS
|
+$6.26M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$5.46M |
Top Sells
| 1 |
Corpay
CPAY
|
+$5.33M |
| 2 |
Advanced Micro Devices
AMD
|
+$3.84M |
| 3 |
Citigroup
C
|
+$3.45M |
| 4 |
Costco
COST
|
+$3.3M |
| 5 |
ConocoPhillips
COP
|
+$3.21M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Industrials | 12.45% |
| 3 | Consumer Discretionary | 8.14% |
| 4 | Financials | 6.62% |
| 5 | Healthcare | 5.01% |
