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
676
$357K 0.01%
21,292
+203
677
$353K 0.01%
10,243
-697
678
$352K 0.01%
3,428
+122
679
$352K 0.01%
2,658
+501
680
$351K 0.01%
10,902
681
$350K 0.01%
17,116
-732
682
$349K 0.01%
13,058
+759
683
$347K ﹤0.01%
3,190
-787
684
$347K ﹤0.01%
2,242
-66
685
$347K ﹤0.01%
9,605
+29
686
$344K ﹤0.01%
7,342
-1,587
687
$343K ﹤0.01%
9,234
-571
688
$342K ﹤0.01%
17,710
+295
689
$340K ﹤0.01%
2,380
-127
690
$338K ﹤0.01%
5,869
-2,309
691
$337K ﹤0.01%
3,560
+159
692
$337K ﹤0.01%
5,409
-338
693
$336K ﹤0.01%
9,280
-6,576
694
$335K ﹤0.01%
9,566
-906
695
$331K ﹤0.01%
6,627
-1,135
696
$331K ﹤0.01%
3,284
+22
697
$329K ﹤0.01%
8,393
+139
698
$329K ﹤0.01%
564
+130
699
$328K ﹤0.01%
24,052
-7,897
700
$327K ﹤0.01%
+4,024
26 27
28
29 30