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
501
$733K 0.01%
16,108
-4,071
502
$732K 0.01%
3,048
+2
503
$731K 0.01%
8,735
-307
504
$724K 0.01%
36,173
505
$722K 0.01%
25,406
-1,100
506
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3,950
-115
507
$717K 0.01%
11,509
+1
508
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509
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2,749
-511
510
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-309
511
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28,532
512
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4,710
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513
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4,603
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514
$688K 0.01%
7,033
+4
515
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5,957
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516
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6,529
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1,314
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519
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520
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17,813
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521
$662K 0.01%
19,033
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522
$662K 0.01%
11,261
-371
523
$654K 0.01%
5,399
-1,511
524
$654K 0.01%
+9,750
525
$640K 0.01%
13,953
-444
19 20
21
22 23