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
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
– –
-930
342
– –
-49,693
343
– –
-29,129
344
– –
-13,959
345
– –
-1
346
– –
-16,146
347
– –
-20,044
348
– –
-17,663
349
– –
-3,973
350
– –
-4,933
11 12 13
14
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