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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.26%
62,570
-57,900
77
$3.09M 0.26%
9,783
+9,683
78
$3.08M 0.26%
255,782
-77,159
79
$3.07M 0.26%
37,955
+931
80
$3.04M 0.26%
29,500
-400
81
$2.98M 0.25%
50,394
+1,236
82
$2.97M 0.25%
8,355
+466
83
$2.9M 0.24%
38,524
+2,300
84
$2.88M 0.24%
13,528
+6,503
85
$2.88M 0.24%
47,683
+15,941
86
$2.86M 0.24%
61,913
+18,015
87
$2.59M 0.22%
17,383
+14,301
88
$2.58M 0.22%
20,508
-2,810
89
$2.57M 0.22%
28,000
+1,600
90
$2.57M 0.22%
43,212
+31,365
91
$2.56M 0.21%
33,189
+29,253
92
$2.54M 0.21%
13,398
-1,045
93
$2.36M 0.2%
27,266
+21,536
94
$2.34M 0.2%
19,207
-121
95
$2.33M 0.2%
+29,943
96
$2.33M 0.2%
200,250
-36,877
97
$2.32M 0.2%
24,577
+14,741
98
$2.28M 0.19%
65,388
+58,965
99
$2.22M 0.19%
16,608
+5,878
100
$2.21M 0.19%
13,572
-1,008
2 3
4
5 6