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
26
$5.66M 0.48%
325,440
-8,550
27
$5.6M 0.47%
35,568
-13,723
28
$5.56M 0.47%
140,130
+5,277
29
$5.56M 0.47%
52,674
+712
30
$5.54M 0.47%
39,856
+829
31
$5.5M 0.46%
110,992
-3,041
32
$5.45M 0.46%
50,399
+1,469
33
$5.29M 0.44%
63,075
-10,703
34
$5.27M 0.44%
73,132
+4,178
35
$5.19M 0.44%
19,806
+11,897
36
$5.01M 0.42%
37,210
+5,150
37
$4.95M 0.42%
+21,919
38
$4.94M 0.42%
148,960
+19,170
39
$4.7M 0.4%
92,580
-9,678
40
$4.68M 0.39%
352,728
-54,810
41
$4.68M 0.39%
14,999
+7,731
42
$4.66M 0.39%
18,510
+10,731
43
$4.63M 0.39%
84,973
-7,570
44
$4.6M 0.39%
126,208
+3,400
45
$4.48M 0.38%
75,304
+26,866
46
$4.26M 0.36%
46,502
-9,628
47
$4.23M 0.36%
+17,756
48
$4.21M 0.35%
48,953
+13,557
49
$4.2M 0.35%
70,662
+37,938
50
$4.12M 0.35%
170,944
-22,721
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