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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$283K 0.02%
+9,773
302
$279K 0.01%
+3,546
303
$278K 0.01%
+4,127
304
$273K 0.01%
17,859
+4,201
305
$270K 0.01%
+698
306
$269K 0.01%
1,195
+148
307
$269K 0.01%
+1,927
308
$267K 0.01%
2,200
-571
309
$264K 0.01%
+3,687
310
$263K 0.01%
1,508
-10,453
311
$261K 0.01%
10,484
+68
312
$260K 0.01%
+2,431
313
$260K 0.01%
1,057
+104
314
$259K 0.01%
+490
315
$252K 0.01%
1,231
+31
316
$252K 0.01%
+4,036
317
$250K 0.01%
+854
318
$248K 0.01%
+4,931
319
$248K 0.01%
+983
320
$243K 0.01%
+1,400
321
$243K 0.01%
+1,446
322
$236K 0.01%
+2,921
323
$234K 0.01%
6,700
+250
324
$232K 0.01%
25,452
+5,049
325
$231K 0.01%
+1,197
11 12
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