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
701
$327K ﹤0.01%
3,327
-13
702
$324K ﹤0.01%
24,220
703
$323K ﹤0.01%
6,304
-16
704
$323K ﹤0.01%
3,541
-45
705
$322K ﹤0.01%
5,680
+110
706
$322K ﹤0.01%
3,708
-778
707
$322K ﹤0.01%
1,190
+59
708
$321K ﹤0.01%
2,172
+84
709
$321K ﹤0.01%
4,187
+974
710
$320K ﹤0.01%
3,464
-6,476
711
$318K ﹤0.01%
1,218
-1
712
$318K ﹤0.01%
8,444
-545
713
$318K ﹤0.01%
11,932
-7,209
714
$317K ﹤0.01%
12,475
-898
715
$316K ﹤0.01%
5,267
-142
716
$315K ﹤0.01%
1,784
+116
717
$315K ﹤0.01%
3,563
+351
718
$311K ﹤0.01%
4,791
-467
719
$310K ﹤0.01%
26,006
-3,406
720
$309K ﹤0.01%
1,076
-390
721
$308K ﹤0.01%
8,696
+35
722
$307K ﹤0.01%
4,577
-224
723
$305K ﹤0.01%
4,471
+969
724
$305K ﹤0.01%
1,704
-4
725
$302K ﹤0.01%
8,244
+1,018
27 28
29
30 31