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
326
$1.81M 0.03%
3,800
-2,955
327
$1.81M 0.03%
+42,124
328
$1.79M 0.03%
30,407
-5,856
329
$1.78M 0.03%
3,628
+140
330
$1.78M 0.03%
23,903
+1,092
331
$1.76M 0.03%
14,121
-234
332
$1.75M 0.02%
15,934
-351
333
$1.74M 0.02%
15,922
-396
334
$1.74M 0.02%
20,331
-255
335
$1.73M 0.02%
71,390
+8,933
336
$1.72M 0.02%
22,088
-2,068
337
$1.71M 0.02%
14,925
-2,086
338
$1.69M 0.02%
3,042
-692
339
$1.69M 0.02%
62,419
-15
340
$1.68M 0.02%
9,865
-4,863
341
$1.67M 0.02%
66,367
+8,785
342
$1.66M 0.02%
32,444
+1,003
343
$1.65M 0.02%
4,855
+71
344
$1.65M 0.02%
9,485
+221
345
$1.65M 0.02%
4,523
+2,839
346
$1.64M 0.02%
7,430
-534
347
$1.63M 0.02%
34,092
-11,177
348
$1.62M 0.02%
11,058
-276
349
$1.61M 0.02%
31,168
-1,991
350
$1.61M 0.02%
19,382
+217
12 13
14
15 16