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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$58K ﹤0.01%
2,270
+80
302
$57K ﹤0.01%
1,850
303
$56K ﹤0.01%
+332
304
$56K ﹤0.01%
1,511
-572
305
$54K ﹤0.01%
+386
306
$53K ﹤0.01%
1,496
+61
307
$52K ﹤0.01%
308
-3
308
$52K ﹤0.01%
2,180
309
$52K ﹤0.01%
1,349
+1,111
310
$51K ﹤0.01%
491
-1
311
$51K ﹤0.01%
2,754
-264
312
$51K ﹤0.01%
330
313
$50K ﹤0.01%
1,768
-5,202
314
$50K ﹤0.01%
863
+6
315
$49K ﹤0.01%
1,500
-400
316
$49K ﹤0.01%
500
317
$49K ﹤0.01%
1,000
318
$49K ﹤0.01%
156
+19
319
$48K ﹤0.01%
877
+2
320
$48K ﹤0.01%
875
+64
321
$47K ﹤0.01%
775
-44,061
322
$47K ﹤0.01%
+320
323
$46K ﹤0.01%
82
+2
324
$46K ﹤0.01%
+461
325
$45K ﹤0.01%
354
-654
11 12
13
14 15