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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.73M 0.36%
57,328
-7,450
52
$6.59M 0.35%
276,600
-21
53
$6.54M 0.35%
28,247
+12,161
54
$6.48M 0.35%
124,792
-1,089
55
$6.45M 0.34%
44,540
+7,800
56
$6.45M 0.34%
24,934
+8,791
57
$6.29M 0.34%
17,871
+10,386
58
$6.29M 0.34%
+243,541
59
$6.16M 0.33%
85,620
-31,560
60
$6.14M 0.33%
9,202
+4,571
61
$6.07M 0.32%
18,264
+1,139
62
$5.97M 0.32%
52,039
+2,649
63
$5.92M 0.32%
67,954
-10,430
64
$5.88M 0.31%
100,005
-38,568
65
$5.85M 0.31%
+387,378
66
$5.69M 0.3%
120,900
+11,280
67
$5.64M 0.3%
308,035
+64,050
68
$5.64M 0.3%
57,475
+42,475
69
$5.6M 0.3%
25,821
+6,622
70
$5.43M 0.29%
107,805
+27,215
71
$5.33M 0.28%
88,480
+67,740
72
$5.29M 0.28%
34,658
+31,761
73
$5.08M 0.27%
135,159
+3,942
74
$5.01M 0.27%
18,143
+8,733
75
$5.01M 0.27%
31,841
+2,526
1 2
3
4 5