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
51
$31.6M 0.45%
149,919
+15,447
52
$30.4M 0.43%
185,178
+20,143
53
$29.9M 0.43%
502,203
-2,029
54
$28.7M 0.41%
104,515
-181
55
$27.9M 0.4%
163,936
-1,317
56
$26.6M 0.38%
134,524
-44,239
57
$26.2M 0.37%
151,203
+2,750
58
$24.9M 0.36%
930,423
-58,587
59
$24.2M 0.35%
883,660
+34,480
60
$23.5M 0.33%
381,823
-6,567
61
$23.3M 0.33%
143,587
-1,032
62
$23.1M 0.33%
190,959
-29,778
63
$21.9M 0.31%
279,109
-9,679
64
$21.4M 0.3%
145,003
-5,563
65
$21.1M 0.3%
40,826
-5,087
66
$20.9M 0.3%
296,017
+11,313
67
$20.9M 0.3%
183,897
+22,204
68
$20.7M 0.3%
68,094
+10,634
69
$19.6M 0.28%
357,569
+3,273
70
$19.5M 0.28%
74,669
-2,657
71
$18.8M 0.27%
160,672
-4,458
72
$18.6M 0.26%
48,320
-1,400
73
$18.4M 0.26%
221,985
-2,561
74
$18.2M 0.26%
31,149
+5,785
75
$18.2M 0.26%
179,682
-1,924
1 2
3
4 5