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
376
$19K ﹤0.01%
+201
377
$19K ﹤0.01%
+226
378
$19K ﹤0.01%
57
379
$18K ﹤0.01%
950
380
$18K ﹤0.01%
+96
381
$18K ﹤0.01%
650
+350
382
$17K ﹤0.01%
+92
383
$16K ﹤0.01%
540
-77
384
$16K ﹤0.01%
182
+101
385
$16K ﹤0.01%
100
386
$15K ﹤0.01%
+159
387
$15K ﹤0.01%
606
388
$14K ﹤0.01%
425
-1,012
389
$14K ﹤0.01%
227
+1
390
$13K ﹤0.01%
+802
391
$13K ﹤0.01%
2,200
+700
392
$13K ﹤0.01%
848
393
$13K ﹤0.01%
+46
394
$12K ﹤0.01%
+100
395
$12K ﹤0.01%
96
396
$12K ﹤0.01%
437
-621
397
$12K ﹤0.01%
+100
398
$12K ﹤0.01%
+271
399
$12K ﹤0.01%
+109
400
$11K ﹤0.01%
273
14 15
16
17 18