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
451
$970K 0.01%
4,169
+465
452
$950K 0.01%
18,707
-553
453
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19,126
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1,210
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455
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914,385
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456
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5,230
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457
$914K 0.01%
30,189
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458
$904K 0.01%
38,555
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460
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461
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462
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463
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464
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$863K 0.01%
15,082
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$858K 0.01%
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$848K 0.01%
3,768
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473
$848K 0.01%
23,266
+1,671
474
$843K 0.01%
10,056
+1,638
475
$835K 0.01%
4,405
-106
17 18
19
20 21