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
26
$64.5M 0.92%
593,569
-6,357
27
$60.5M 0.86%
1,204,043
+67,791
28
$60.4M 0.86%
2,180,169
-115,581
29
$58.9M 0.84%
707,832
-11,149
30
$58.7M 0.84%
749,414
+318
31
$58.4M 0.83%
742,401
-11,649
32
$58M 0.83%
815,674
-5,690
33
$57M 0.81%
64,372
+1,635
34
$52.4M 0.75%
1,952,662
+63,826
35
$52M 0.74%
113,028
-2,865
36
$51.4M 0.73%
1,973,068
-100,336
37
$49.6M 0.71%
635,309
+7,011
38
$46.9M 0.67%
272,139
+10,469
39
$45.3M 0.65%
273,195
-13,070
40
$45.1M 0.64%
558,174
+42,225
41
$43.3M 0.62%
106,983
-4,295
42
$42.2M 0.6%
73,750
+8,171
43
$40.6M 0.58%
45,777
+1,672
44
$39.7M 0.57%
766,578
-6,205
45
$38.8M 0.55%
397,777
-6,070
46
$38.5M 0.55%
328,379
+10,451
47
$38M 0.54%
65,067
-1,902
48
$37.2M 0.53%
188,000
-7,653
49
$36.9M 0.53%
980,014
+37,728
50
$33.9M 0.48%
202,723
+15,392
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