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
551
$571K 0.01%
62,148
-30
552
$566K 0.01%
2,711
-145
553
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+9,983
554
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555
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556
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5,037
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557
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1,058
-78
558
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1,381
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10,847
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10,999
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561
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562
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563
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4,953
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564
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6,358
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565
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1,919
566
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1,574
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11,829
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571
$539K 0.01%
11,040
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572
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51,021
-2,206
573
$538K 0.01%
5,610
+2,102
574
$534K 0.01%
1,135
+60
575
$531K 0.01%
5,518
-132
21 22
23
24 25