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
726
$302K ﹤0.01%
9,331
-573
727
$301K ﹤0.01%
8,222
+538
728
$300K ﹤0.01%
16,563
-6,960
729
$300K ﹤0.01%
1,984
+288
730
$298K ﹤0.01%
3,016
-19,485
731
$298K ﹤0.01%
26,546
+634
732
$297K ﹤0.01%
5,845
733
$297K ﹤0.01%
2,195
-86
734
$296K ﹤0.01%
631
+12
735
$296K ﹤0.01%
2,181
-87
736
$296K ﹤0.01%
20,315
+5,372
737
$296K ﹤0.01%
1,885
+73
738
$295K ﹤0.01%
6,265
+305
739
$295K ﹤0.01%
4,524
+83
740
$295K ﹤0.01%
14,468
+1,537
741
$294K ﹤0.01%
4,505
+199
742
$292K ﹤0.01%
6,150
-1,078
743
$292K ﹤0.01%
5,857
-69
744
$292K ﹤0.01%
5,923
-1,630
745
$292K ﹤0.01%
2,619
-2
746
$291K ﹤0.01%
4,111
-140
747
$291K ﹤0.01%
2,863
748
$291K ﹤0.01%
2,851
749
$289K ﹤0.01%
4,363
+328
750
$289K ﹤0.01%
2,824
+409
28 29
30
31 32