PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+7.33%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.19B
AUM Growth
+$122M
(+11%)
Cap. Flow
+$37M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
52.29%
Holding
521
New
57
Increased
172
Reduced
163
Closed
71
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
+$43.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$13M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$5.66M |
| 4 |
Accenture
ACN
|
+$4.95M |
| 5 |
Corpay
CPAY
|
+$4.23M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$7.32M |
| 2 |
Darden Restaurants
DRI
|
+$7.21M |
| 3 |
Tesla
TSLA
|
+$6.44M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$6.26M |
| 5 |
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% |
