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
326
$2K ﹤0.01%
53
327
$2K ﹤0.01%
+37
328
$2K ﹤0.01%
+30
329
$2K ﹤0.01%
+50
330
$2K ﹤0.01%
29
331
$2K ﹤0.01%
+10
332
$2K ﹤0.01%
+146
333
$2K ﹤0.01%
+184
334
$2K ﹤0.01%
+25
335
$2K ﹤0.01%
+175
336
$1K ﹤0.01%
+12
337
$1K ﹤0.01%
+189
338
$1K ﹤0.01%
+50
339
– –
0
340
$1K ﹤0.01%
+50
341
$1K ﹤0.01%
+11
342
$1K ﹤0.01%
+26
343
$1K ﹤0.01%
+50
344
$1K ﹤0.01%
+50
345
$1K ﹤0.01%
+21
346
$1K ﹤0.01%
+6
347
$1K ﹤0.01%
+14
348
$1K ﹤0.01%
+21
349
$1K ﹤0.01%
+20
350
$1K ﹤0.01%
+38
12 13
14
15 16