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
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.43M
3
+$5.2M
4
URI icon
United Rentals
URI
+$5.18M
5
CPAY icon
Corpay
CPAY
+$4.93M

Top Sells

1
+$5.3M
2
+$3.76M
3
+$3.73M
4
CVX icon
Chevron
CVX
+$3.34M
5
MSFT icon
Microsoft
MSFT
+$3.26M

Sector Composition

1 Technology 14.28%
2 Industrials 13.05%
3 Financials 8.13%
4 Consumer Discretionary 5.11%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.63%
35,400
+28,900
52
$1.43M 0.6%
65,177
+947
53
$1.38M 0.58%
10,184
+4,684
54
$1.37M 0.57%
49,400
+17,200
55
$1.34M 0.56%
6,541
-59
56
$1.29M 0.54%
98,895
+91,731
57
$1.25M 0.52%
35,650
+4,000
58
$1.14M 0.48%
6,141
+4,141
59
$994K 0.42%
54,525
+4,500
60
$969K 0.41%
+37,440
61
$960K 0.4%
7,591
-26,415
62
$936K 0.39%
89,040
+35,080
63
$927K 0.39%
9,100
+139
64
$904K 0.38%
57,879
-901
65
$863K 0.36%
8,315
+2,415
66
$838K 0.35%
3,800
+3,300
67
$807K 0.34%
25,078
+16,045
68
$797K 0.34%
5,540
69
$785K 0.33%
14,080
+1,300
70
$763K 0.32%
+13,951
71
$755K 0.32%
+9,538
72
$726K 0.31%
12,532
+398
73
$691K 0.29%
9,899
-2,675
74
$658K 0.28%
6,160
-280
75
$633K 0.27%
8,111
+2,658
1 2
3
4 5