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
401
$1.23M 0.02%
19,007
-78,771
402
$1.22M 0.02%
108,109
+3,617
403
$1.22M 0.02%
6,085
-1,005
404
$1.21M 0.02%
54,865
+5,984
405
$1.21M 0.02%
14,452
+2,745
406
$1.19M 0.02%
10,075
+7,923
407
$1.19M 0.02%
23,095
+2,736
408
$1.17M 0.02%
3,096
-1,831
409
$1.16M 0.02%
6,105
+379
410
$1.16M 0.02%
2,454
+29
411
$1.16M 0.02%
56,676
-1,859
412
$1.15M 0.02%
22,736
-3,383
413
$1.14M 0.02%
10,367
+718
414
$1.12M 0.02%
4,715
+2,683
415
$1.12M 0.02%
12,516
-125
416
$1.11M 0.02%
7,790
-153
417
$1.11M 0.02%
12,042
-113
418
$1.11M 0.02%
13,801
+195
419
$1.1M 0.02%
13,669
-779
420
$1.1M 0.02%
16,659
+3
421
$1.1M 0.02%
8,116
-318
422
$1.1M 0.02%
20,500
-14,070
423
$1.09M 0.02%
75,866
-2,021
424
$1.08M 0.02%
32,633
+2,496
425
$1.08M 0.02%
21,067
+6,663
15 16
17
18 19