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
426
$1.08M 0.02%
3,125
+218
427
$1.08M 0.02%
8,654
+249
428
$1.08M 0.02%
20,647
-2,390
429
$1.08M 0.02%
8,997
-2,288
430
$1.07M 0.02%
2,764
-180
431
$1.07M 0.02%
6,555
+39
432
$1.07M 0.02%
44,948
-8,910
433
$1.06M 0.02%
4,267
-2,500
434
$1.06M 0.02%
6,065
-3,805
435
$1.06M 0.02%
25,370
+3,800
436
$1.05M 0.02%
38,450
-3,004
437
$1.05M 0.02%
25,054
-3,856
438
$1.05M 0.01%
15,502
+194
439
$1.05M 0.01%
35,295
+721
440
$1.04M 0.01%
89,086
-6,847
441
$1.04M 0.01%
6,424
-199
442
$1.03M 0.01%
16,897
-111
443
$1.02M 0.01%
25,062
-1,937
444
$1.01M 0.01%
19,396
-30
445
$1M 0.01%
13,668
-2,205
446
$990K 0.01%
+33,850
447
$990K 0.01%
8,969
-13,323
448
$990K 0.01%
20,634
-622
449
$984K 0.01%
5,079
-5,201
450
$972K 0.01%
15,323
+875