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
351
$1.61M 0.02%
7,364
+22
352
$1.61M 0.02%
3,456
+78
353
$1.6M 0.02%
51,152
+616
354
$1.57M 0.02%
33,143
-124
355
$1.55M 0.02%
13,005
+195
356
$1.54M 0.02%
15,376
-128
357
$1.51M 0.02%
67,032
-24,802
358
$1.51M 0.02%
19,290
-1,005
359
$1.5M 0.02%
28,704
-18,151
360
$1.5M 0.02%
12,212
-170
361
$1.49M 0.02%
10,965
-3,859
362
$1.49M 0.02%
3,516
+35
363
$1.49M 0.02%
7,705
-185
364
$1.48M 0.02%
34,021
-2,568
365
$1.47M 0.02%
10,889
-200
366
$1.47M 0.02%
11,274
+6,468
367
$1.46M 0.02%
1,807
-259
368
$1.46M 0.02%
44,225
-821
369
$1.45M 0.02%
5,239
-80
370
$1.44M 0.02%
79,458
-1,302
371
$1.44M 0.02%
89,357
-1,507
372
$1.43M 0.02%
12,212
+774
373
$1.42M 0.02%
5,577
+93
374
$1.39M 0.02%
15,968
+3,060
375
$1.39M 0.02%
22,307
-501
13 14
15
16 17