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
376
$1.38M 0.02%
4,402
+36
377
$1.36M 0.02%
1,298
+19
378
$1.36M 0.02%
12,488
+909
379
$1.36M 0.02%
44,832
-3,735
380
$1.33M 0.02%
15,879
+366
381
$1.32M 0.02%
10,592
-4,114
382
$1.32M 0.02%
4,443
+155
383
$1.32M 0.02%
25,905
-3,306
384
$1.32M 0.02%
1,487
+575
385
$1.31M 0.02%
53,707
+6,242
386
$1.3M 0.02%
53,284
+14,298
387
$1.3M 0.02%
11,343
-106
388
$1.29M 0.02%
21,029
-3,773
389
$1.29M 0.02%
16,820
-534
390
$1.29M 0.02%
23,169
-1
391
$1.26M 0.02%
27,591
-132
392
$1.26M 0.02%
6,271
-1,085
393
$1.26M 0.02%
11,332
+464
394
$1.26M 0.02%
27,737
-1,338
395
$1.25M 0.02%
4,320
-3
396
$1.25M 0.02%
44,102
-2,400
397
$1.25M 0.02%
5,913
+35
398
$1.24M 0.02%
19,784
+1,431
399
$1.24M 0.02%
10,409
-26
400
$1.24M 0.02%
2,689
-805
14 15
16
17 18