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
351
– –
-15,416
352
– –
-18,100
353
– –
-11,100
354
– –
-42,519
355
– –
-22,800
356
– –
-69,860
357
– –
-300
358
– –
-7,855
359
– –
-4,618
360
– –
-2,472
361
– –
-7,037
362
– –
-45,100
363
– –
-3,700
364
– –
-13,606
365
– –
-3,402
366
– –
-27,528
367
– –
-22,607
368
– –
-4,651
369
– –
-16,406
370
– –
-9,221
371
– –
-2,954
372
– –
-14,496
11 12 13 14
15