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
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.69M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$3.14M
5
CVX icon
Chevron
CVX
+$3.09M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$2.87M
4
AAPL icon
Apple
AAPL
+$2.79M
5
LULU icon
lululemon athletica
LULU
+$2.69M

Sector Composition

1 Industrials 11.5%
2 Technology 10.49%
3 Consumer Discretionary 8.29%
4 Financials 7.78%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$628K 0.44%
3,148
+448
52
$609K 0.43%
5,900
53
$593K 0.42%
102,400
-57,600
54
$589K 0.42%
11,300
-34,100
55
$588K 0.42%
6,600
-30,200
56
$568K 0.4%
4,430
57
$555K 0.39%
11,827
-123
58
$545K 0.39%
18,225
59
$534K 0.38%
11,950
60
$517K 0.37%
4,322
+122
61
$505K 0.36%
9,705
-3,835
62
$479K 0.34%
29,543
-1,058
63
$456K 0.32%
12,160
-7,010
64
$448K 0.32%
7,200
-38,200
65
$448K 0.32%
4,530
+240
66
$432K 0.31%
5,453
+303
67
$428K 0.3%
+11,569
68
$419K 0.3%
1,240
69
$414K 0.29%
4,467
+67
70
$408K 0.29%
1,195
71
$394K 0.28%
53,960
+17,620
72
$377K 0.27%
11,855
+2,480
73
$371K 0.26%
4,688
+1,192
74
$367K 0.26%
2,000
-16,627
75
$362K 0.26%
22,735
+15,900
1 2
3
4 5