PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$11.7M
2
+$10M
3
+$9.89M
4
MA icon
Mastercard
MA
+$8.83M
5
PYPL icon
PayPal
PYPL
+$8.74M

Top Sells

1
+$11.1M
2
+$8.56M
3
+$5.61M
4
STZ icon
Constellation Brands
STZ
+$5.52M
5
LUV icon
Southwest Airlines
LUV
+$4.25M

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
326
$226K 0.01%
+6,694
327
$226K 0.01%
+3,597
328
$226K 0.01%
+1,351
329
$225K 0.01%
+1,164
330
$221K 0.01%
2,570
+103
331
$220K 0.01%
3,687
332
$219K 0.01%
+5,757
333
$212K 0.01%
+2,608
334
$205K 0.01%
+2,665
335
$205K 0.01%
+5,331
336
$204K 0.01%
+5,158
337
$181K 0.01%
15,966
+92
338
$166K 0.01%
13,188
+87
339
$166K 0.01%
10,573
-375
340
$6K ﹤0.01%
343
341
– –
-3,402
342
– –
-11,100
343
– –
-42,519
344
– –
-22,800
345
– –
-69,860
346
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-7,855
347
– –
-4,618
348
– –
-2,472
349
– –
-7,037
350
– –
-45,100
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14
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