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

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

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%
276
+3
354
$30K ﹤0.01%
551
+3
355
$30K ﹤0.01%
1,295
-521
356
$30K ﹤0.01%
2,000
+950
357
$29K ﹤0.01%
125
358
$29K ﹤0.01%
554
+4
359
$28K ﹤0.01%
330
+173
360
$28K ﹤0.01%
2,617
361
$28K ﹤0.01%
821
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
+1
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%
660
+397
374
$21K ﹤0.01%
+390
375
$21K ﹤0.01%
350
13 14
15
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