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
351
$1K ﹤0.01%
+50
352
$1K ﹤0.01%
+12
353
$1K ﹤0.01%
+189
354
– –
0
355
– –
-14
356
– –
-966
357
– –
-139,567
358
– –
-42,800
359
– –
-400
360
– –
-189
361
– –
-1,500
362
– –
-21,500
363
– –
-1,870
364
– –
-2,000
365
– –
-1
366
– –
-847
367
– –
-4,030
368
– –
-2,708
369
– –
-7,303
370
– –
-167
371
– –
-2,104
372
– –
-1,400
373
– –
-1,654
374
– –
-6,285
375
– –
-20,105
12 13 14
15
16