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
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.69M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$3.14M
5
CVX icon
Chevron
CVX
+$3.09M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$2.87M
4
AAPL icon
Apple
AAPL
+$2.79M
5
LULU icon
lululemon athletica
LULU
+$2.69M

Sector Composition

1 Industrials 11.5%
2 Technology 10.49%
3 Consumer Discretionary 8.29%
4 Financials 7.78%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.26%
36,978
+2,232
27
$1.61M 1.14%
22,200
+1,920
28
$1.3M 0.92%
64,230
+4,861
29
$1.26M 0.89%
6,600
+1,287
30
$1.25M 0.88%
7,230
-17,100
31
$1.15M 0.81%
27,260
32
$1.09M 0.77%
36,361
-3,234
33
$1.04M 0.73%
31,650
-100
34
$1.02M 0.72%
139,567
-17,005
35
$993K 0.7%
58,780
+56,964
36
$984K 0.7%
6,161
+111
37
$979K 0.69%
16,880
38
$961K 0.68%
15,420
+805
39
$893K 0.63%
3,920
40
$891K 0.63%
8,961
+2,107
41
$887K 0.63%
32,200
42
$825K 0.58%
50,025
43
$811K 0.57%
5,500
+3,300
44
$810K 0.57%
4,000
45
$754K 0.53%
5,540
+40
46
$736K 0.52%
12,134
+3,502
47
$716K 0.51%
12,574
+262
48
$659K 0.47%
12,780
+560
49
$656K 0.46%
36,960
-12,840
50
$643K 0.46%
6,440
+412
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2
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