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
901
$30K ﹤0.01%
17,421
-1,007
902
$26.9K ﹤0.01%
141
-6
903
$24.8K ﹤0.01%
11,485
-2,397
904
$5.36K ﹤0.01%
39,088
905
$1.91K ﹤0.01%
+12
906
$1.44K ﹤0.01%
+14
907
$1.41K ﹤0.01%
+48
908
– –
-8,036
909
– –
-6,900
910
– –
-11,239
911
– –
-4,448
912
– –
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913
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914
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915
– –
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916
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917
– –
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918
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919
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920
– –
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921
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922
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923
– –
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924
– –
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925
– –
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35 36
37
38 39