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
476
$831K 0.01%
3,725
-131
477
$830K 0.01%
7,991
478
$822K 0.01%
11,391
-253
479
$819K 0.01%
5,692
-2
480
$818K 0.01%
5,856
-167
481
$810K 0.01%
72,069
+2,526
482
$808K 0.01%
394
-13
483
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12,298
+1,355
484
$797K 0.01%
2,939
-2
485
$796K 0.01%
1,609
486
$793K 0.01%
5,356
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487
$787K 0.01%
16,707
-4,068
488
$787K 0.01%
15,530
-2,991
489
$786K 0.01%
4,331
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490
$778K 0.01%
7,821
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493
$756K 0.01%
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494
$749K 0.01%
9,326
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495
$743K 0.01%
75,767
-1,123
496
$741K 0.01%
802
-28
497
$737K 0.01%
4,154
+213
498
$735K 0.01%
61,842
+38
499
$734K 0.01%
3,656
+609
500
$734K 0.01%
1,450
-109
18 19
20
21 22