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
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.43M
3
+$5.2M
4
URI icon
United Rentals
URI
+$5.18M
5
CPAY icon
Corpay
CPAY
+$4.93M

Top Sells

1
+$5.3M
2
+$3.76M
3
+$3.73M
4
CVX icon
Chevron
CVX
+$3.34M
5
MSFT icon
Microsoft
MSFT
+$3.26M

Sector Composition

1 Technology 14.28%
2 Industrials 13.05%
3 Financials 8.13%
4 Consumer Discretionary 5.11%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.34%
63,210
+1,364
27
$3.02M 1.27%
22,801
+18,479
28
$3M 1.26%
+14,343
29
$2.94M 1.24%
42,231
-15,569
30
$2.77M 1.16%
59,848
+14,240
31
$2.63M 1.1%
49,504
+1,525
32
$2.59M 1.09%
+150,200
33
$2.56M 1.08%
52,458
+50,483
34
$2.42M 1.02%
28,520
+6,320
35
$2.29M 0.96%
153,000
-84,000
36
$2.13M 0.9%
20,284
+168
37
$2.11M 0.89%
158,032
+2,417
38
$2.1M 0.88%
29,635
+29,391
39
$2.03M 0.85%
810
+803
40
$2.03M 0.85%
88,650
+51,690
41
$1.99M 0.83%
+29,800
42
$1.86M 0.78%
+174,900
43
$1.79M 0.75%
41,339
+4,361
44
$1.75M 0.74%
29,297
+12,417
45
$1.65M 0.69%
70,935
+48,200
46
$1.61M 0.68%
7,353
+3,433
47
$1.6M 0.67%
16,630
+12,100
48
$1.58M 0.66%
35,376
+8,116
49
$1.57M 0.66%
15,886
-33,009
50
$1.53M 0.64%
10,952
+10,700
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