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
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.43M
3
+$5.2M
4
URI icon
United Rentals
URI
+$5.18M
5
CPAY icon
Corpay
CPAY
+$4.93M

Top Sells

1
+$5.3M
2
+$3.76M
3
+$3.73M
4
CVX icon
Chevron
CVX
+$3.34M
5
MSFT icon
Microsoft
MSFT
+$3.26M

Sector Composition

1 Technology 14.28%
2 Industrials 13.05%
3 Financials 8.13%
4 Consumer Discretionary 5.11%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$611K 0.26%
15,675
+3,515
77
$588K 0.25%
18,225
78
$586K 0.25%
10,314
-5,106
79
$564K 0.24%
4,646
+216
80
$517K 0.22%
+2,072
81
$508K 0.21%
26,693
-2,850
82
$488K 0.21%
4,400
-67
83
$486K 0.2%
10,490
-1,460
84
$481K 0.2%
11,480
-89
85
$480K 0.2%
10,647
-1,180
86
$477K 0.2%
+19,650
87
$471K 0.2%
9,215
-73,072
88
$471K 0.2%
+4,875
89
$462K 0.19%
1,565
+325
90
$446K 0.19%
10,135
-1,720
91
$440K 0.19%
+8,566
92
$434K 0.18%
5,487
+3,826
93
$431K 0.18%
2,311
-837
94
$428K 0.18%
+3,154
95
$424K 0.18%
1,195
96
$422K 0.18%
+3,300
97
$417K 0.18%
+2,972
98
$404K 0.17%
+7,460
99
$370K 0.16%
6,969
100
$370K 0.16%
+3,207
2 3
4
5 6