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
426
$4K ﹤0.01%
115
-500
427
$4K ﹤0.01%
+1,640
428
$3K ﹤0.01%
100
429
$3K ﹤0.01%
71
-1,745
430
$3K ﹤0.01%
+35
431
$3K ﹤0.01%
+124
432
$3K ﹤0.01%
+46
433
$3K ﹤0.01%
44
+10
434
$3K ﹤0.01%
584
435
$2K ﹤0.01%
19
-67
436
– –
0
437
$2K ﹤0.01%
11
+1
438
$2K ﹤0.01%
+100
439
$2K ﹤0.01%
+50
440
$2K ﹤0.01%
36
441
$2K ﹤0.01%
42
442
$2K ﹤0.01%
+15
443
$1K ﹤0.01%
50
-73
444
$1K ﹤0.01%
+3
445
$1K ﹤0.01%
300
446
$1K ﹤0.01%
5
447
$1K ﹤0.01%
+10
448
$1K ﹤0.01%
+62
449
$1K ﹤0.01%
+50
450
– –
-72,573
16 17
18
19 20