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
651
$398K 0.01%
3,242
-140
652
$398K 0.01%
7,441
+30
653
$398K 0.01%
23,865
-3,200
654
$398K 0.01%
4,270
655
$395K 0.01%
20,947
-16
656
$395K 0.01%
1,685
+4
657
$394K 0.01%
3,131
-215
658
$393K 0.01%
77,324
+309
659
$383K 0.01%
10,984
+388
660
$382K 0.01%
9,353
-74
661
$376K 0.01%
3,615
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662
$375K 0.01%
7,438
-1,992
663
$375K 0.01%
9,374
-5
664
$374K 0.01%
9,093
+1,108
665
$374K 0.01%
8,268
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666
$373K 0.01%
1,552
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667
$372K 0.01%
7,281
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668
$372K 0.01%
2,442
-1,035
669
$371K 0.01%
15,507
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670
$368K 0.01%
5,119
-561
671
$365K 0.01%
10,000
672
$364K 0.01%
6,216
+121
673
$362K 0.01%
8,919
-1,855
674
$361K 0.01%
1,346
-10
675
$360K 0.01%
4,303
+70
25 26
27
28 29