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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$13.1M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$5.02M
5
CPAY icon
Corpay
CPAY
+$4.39M

Top Sells

1
+$6.29M
2
+$6.23M
3
+$5.95M
4
TSLA icon
Tesla
TSLA
+$5.31M
5
AAPL icon
Apple
AAPL
+$5.02M

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
351
$31K ﹤0.01%
286
352
$31K ﹤0.01%
1,200
353
$30K ﹤0.01%
1,295
-521
354
$30K ﹤0.01%
2,000
+950
355
$30K ﹤0.01%
276
+3
356
$30K ﹤0.01%
551
+3
357
$29K ﹤0.01%
125
358
$29K ﹤0.01%
554
+4
359
$28K ﹤0.01%
821
360
$28K ﹤0.01%
330
+173
361
$28K ﹤0.01%
2,617
362
$27K ﹤0.01%
+350
363
$26K ﹤0.01%
413
364
$25K ﹤0.01%
747
365
$25K ﹤0.01%
992
-569
366
$24K ﹤0.01%
2,000
+500
367
$24K ﹤0.01%
101
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368
$23K ﹤0.01%
341
-1
369
$23K ﹤0.01%
300
370
$22K ﹤0.01%
500
-9,500
371
$22K ﹤0.01%
+94
372
$22K ﹤0.01%
1,000
373
$21K ﹤0.01%
350
374
$21K ﹤0.01%
660
+397
375
$21K ﹤0.01%
+390
13 14
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