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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.06M 0.34%
429,621
-35,427
52
$4.05M 0.34%
168,452
-52,588
53
$3.93M 0.33%
53,480
+3,620
54
$3.9M 0.33%
7,953
+5,570
55
$3.86M 0.32%
285,480
-541,000
56
$3.83M 0.32%
28,307
+4,652
57
$3.83M 0.32%
29,728
-4,181
58
$3.7M 0.31%
+135,914
59
$3.66M 0.31%
183,263
-518
60
$3.66M 0.31%
53,094
-4,966
61
$3.57M 0.3%
60,123
-2,655
62
$3.48M 0.29%
59,032
+1,186
63
$3.45M 0.29%
23,163
-25,566
64
$3.43M 0.29%
94,040
-38,490
65
$3.42M 0.29%
14,152
+4,722
66
$3.39M 0.29%
25,024
+10,292
67
$3.37M 0.28%
41,109
-51,995
68
$3.37M 0.28%
63,015
-4,900
69
$3.33M 0.28%
45,500
+3,660
70
$3.29M 0.28%
52,105
-11,469
71
$3.29M 0.28%
123,796
+4,899
72
$3.28M 0.28%
7,430
+2,948
73
$3.26M 0.27%
+235,073
74
$3.17M 0.27%
122,631
+119,400
75
$3.13M 0.26%
14,825
+9,669
1 2
3
4 5