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
601
$483K 0.01%
27,909
-2,476
602
$481K 0.01%
18,423
+90
603
$480K 0.01%
7,725
-960
604
$479K 0.01%
14,653
-567
605
$477K 0.01%
7,383
+91
606
$475K 0.01%
1,959
-682
607
$475K 0.01%
20,364
-132
608
$472K 0.01%
2,591
+1,249
609
$469K 0.01%
3,990
-92
610
$465K 0.01%
3,353
611
$462K 0.01%
6,593
+30
612
$460K 0.01%
2,043
+22
613
$452K 0.01%
4,368
-72
614
$450K 0.01%
2,802
-141
615
$450K 0.01%
7,518
-1,831
616
$449K 0.01%
3,200
+29
617
$445K 0.01%
10,399
+270
618
$443K 0.01%
3,783
-160
619
$442K 0.01%
7,268
-234
620
$442K 0.01%
2,715
-415
621
$442K 0.01%
9,785
-595
622
$442K 0.01%
2,303
-358
623
$440K 0.01%
2,680
-72
624
$440K 0.01%
2,462
+78
625
$437K 0.01%
14,084
-495
23 24
25
26 27