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
$7.02B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$7.64M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$5.94M

Top Sells

1
+$13.3M
2
+$11.4M
3
+$9.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.82M
5
ABBV icon
AbbVie
ABBV
+$8.74M

Sector Composition

1 Technology 11.04%
2 Healthcare 3.98%
3 Consumer Discretionary 3.81%
4 Financials 3.67%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.16M 0.03%
42,179
+13,384
302
$2.11M 0.03%
10,227
-1
303
$2.1M 0.03%
50,308
-24,342
304
$2.08M 0.03%
24,831
-14,908
305
$2.07M 0.03%
8,137
+120
306
$2.07M 0.03%
28,368
-1,947
307
$2.06M 0.03%
7,541
-58
308
$2.06M 0.03%
26,556
-22,118
309
$2.05M 0.03%
21,261
+5,622
310
$2.04M 0.03%
32,545
-3,252
311
$2.03M 0.03%
14,527
-438
312
$2.01M 0.03%
22,289
-22,854
313
$2M 0.03%
16,454
-1,492
314
$1.99M 0.03%
6,158
-433
315
$1.99M 0.03%
13,685
-56
316
$1.98M 0.03%
32,471
-1,169
317
$1.98M 0.03%
78,914
+18,080
318
$1.97M 0.03%
+27,964
319
$1.96M 0.03%
7,541
+13
320
$1.94M 0.03%
25,050
+3,746
321
$1.9M 0.03%
26,657
-591
322
$1.86M 0.03%
6,840
+3,212
323
$1.85M 0.03%
39,798
+78
324
$1.82M 0.03%
24,727
-735
325
$1.81M 0.03%
4,823
-3,003
11 12
13
14 15