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
401
$10K ﹤0.01%
+117
402
$10K ﹤0.01%
1,860
-360
403
$10K ﹤0.01%
47
404
$10K ﹤0.01%
93
-28
405
$10K ﹤0.01%
318
406
$10K ﹤0.01%
300
-60
407
$9K ﹤0.01%
1,250
-2,150
408
$9K ﹤0.01%
230
409
$7K ﹤0.01%
500
410
$7K ﹤0.01%
377
411
$7K ﹤0.01%
520
412
$7K ﹤0.01%
566
+1
413
$6K ﹤0.01%
50
414
$6K ﹤0.01%
+30
415
$6K ﹤0.01%
104
416
$5K ﹤0.01%
+102
417
$5K ﹤0.01%
168
-127
418
$5K ﹤0.01%
109
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419
$5K ﹤0.01%
47
-109
420
$5K ﹤0.01%
100
421
$5K ﹤0.01%
164
+3
422
$5K ﹤0.01%
+5
423
$5K ﹤0.01%
90
-168
424
$4K ﹤0.01%
94
+90
425
$4K ﹤0.01%
+275
15 16
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