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
326
$45K ﹤0.01%
1,292
-104
327
$44K ﹤0.01%
18,098
-528
328
$43K ﹤0.01%
2,330
+800
329
$43K ﹤0.01%
+3,184
330
$43K ﹤0.01%
3,603
-14,967
331
$42K ﹤0.01%
680
332
$42K ﹤0.01%
665
+65
333
$41K ﹤0.01%
1,630
334
$40K ﹤0.01%
545
+75
335
$39K ﹤0.01%
960
336
$38K ﹤0.01%
189
-1,498
337
$38K ﹤0.01%
1,958
+308
338
$38K ﹤0.01%
172
+37
339
$38K ﹤0.01%
170
+70
340
$36K ﹤0.01%
+2,100
341
$36K ﹤0.01%
1,370
342
$35K ﹤0.01%
1,300
343
$34K ﹤0.01%
407
+40
344
$33K ﹤0.01%
545
+3
345
$33K ﹤0.01%
500
-20,700
346
$33K ﹤0.01%
677
+503
347
$32K ﹤0.01%
1,064
-20
348
$32K ﹤0.01%
2,070
-208
349
$31K ﹤0.01%
1,963
+627
350
$31K ﹤0.01%
+63
12 13
14
15 16