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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 0.67%
109,530
+14,212
27
$12M 0.64%
+58,705
28
$12M 0.64%
85,137
+26,504
29
$11.4M 0.61%
78,600
+32,340
30
$10.9M 0.58%
57,703
+40,405
31
$10.8M 0.58%
162,510
+39,890
32
$10.6M 0.57%
41,642
+7,819
33
$10.2M 0.55%
70,940
-6,487
34
$9.96M 0.53%
27,707
+25,523
35
$9.85M 0.53%
85,477
+12,472
36
$9.74M 0.52%
32,570
+9,866
37
$9.68M 0.52%
174,040
+19,231
38
$9.57M 0.51%
28,467
+9,998
39
$9.14M 0.49%
57,208
+14,253
40
$8.47M 0.45%
51,776
+16,111
41
$7.81M 0.42%
381,552
+68,488
42
$7.73M 0.41%
45,016
+10,875
43
$7.64M 0.41%
65,328
+20,405
44
$7.63M 0.41%
13,444
+4,633
45
$7.53M 0.4%
19,233
+2,494
46
$7.52M 0.4%
135,484
+4,316
47
$7.33M 0.39%
54,137
+9,742
48
$7.32M 0.39%
78,566
-47,440
49
$7.28M 0.39%
39,821
+36,559
50
$6.79M 0.36%
115,055
-22,260
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