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
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.69M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$3.14M
5
CVX icon
Chevron
CVX
+$3.09M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$2.87M
4
AAPL icon
Apple
AAPL
+$2.79M
5
LULU icon
lululemon athletica
LULU
+$2.69M

Sector Composition

1 Industrials 11.5%
2 Technology 10.49%
3 Consumer Discretionary 8.29%
4 Financials 7.78%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.26%
6,969
77
$342K 0.24%
+6,930
78
$339K 0.24%
20,105
+4,769
79
$333K 0.24%
4,650
80
$330K 0.23%
13,983
-7,861
81
$311K 0.22%
5,700
82
$289K 0.2%
9,033
+158
83
$289K 0.2%
10,751
-4,264
84
$287K 0.2%
1,971
85
$263K 0.19%
5,775
-900
86
$261K 0.18%
18,340
87
$260K 0.18%
+4,540
88
$255K 0.18%
+1,400
89
$254K 0.18%
7,303
-600
90
$252K 0.18%
+5,000
91
$246K 0.17%
21,500
92
$237K 0.17%
4,600
-664
93
$225K 0.16%
4,900
94
$218K 0.15%
2,924
+384
95
$214K 0.15%
4,030
96
$214K 0.15%
9,924
-1,749
97
$205K 0.15%
3,400
-300
98
$202K 0.14%
+6,500
99
$196K 0.14%
1,500
+846
100
$182K 0.13%
6,285
-800
2 3
4
5 6