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
751
$288K ﹤0.01%
6,480
752
$288K ﹤0.01%
+5,649
753
$285K ﹤0.01%
3,249
-1,456
754
$283K ﹤0.01%
3,515
-29
755
$281K ﹤0.01%
9,376
756
$281K ﹤0.01%
+3,864
757
$279K ﹤0.01%
1,113
+110
758
$278K ﹤0.01%
7,535
-89
759
$277K ﹤0.01%
3,771
+7
760
$277K ﹤0.01%
21,146
761
$276K ﹤0.01%
872
-330
762
$276K ﹤0.01%
2,146
-694
763
$273K ﹤0.01%
2,848
+67
764
$273K ﹤0.01%
4,496
+42
765
$273K ﹤0.01%
2,431
+16
766
$272K ﹤0.01%
2,013
+284
767
$270K ﹤0.01%
8,173
+600
768
$270K ﹤0.01%
12,500
769
$265K ﹤0.01%
21,016
+395
770
$265K ﹤0.01%
26,044
-823
771
$265K ﹤0.01%
+1,137
772
$264K ﹤0.01%
9,584
-5
773
$263K ﹤0.01%
4,409
-511
774
$263K ﹤0.01%
+20,598
775
$263K ﹤0.01%
2,129
+52
29 30
31
32 33