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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5M 0.27%
8,815
+1,141
77
$4.97M 0.27%
59,876
+13,330
78
$4.96M 0.27%
69,114
+8,285
79
$4.93M 0.26%
11,882
+1,524
80
$4.92M 0.26%
67,333
+7,632
81
$4.92M 0.26%
97,378
+27,484
82
$4.91M 0.26%
23,751
-9,087
83
$4.89M 0.26%
28,601
-2,435
84
$4.79M 0.26%
59,169
-30,878
85
$4.76M 0.25%
145,325
+20,397
86
$4.74M 0.25%
+65,696
87
$4.65M 0.25%
20,886
+6,018
88
$4.61M 0.25%
83,925
+7,720
89
$4.57M 0.24%
88,770
+58,534
90
$4.22M 0.23%
134,212
+25,322
91
$4.18M 0.22%
105,969
+28,951
92
$4.15M 0.22%
56,627
+3,365
93
$4.11M 0.22%
92,329
+1,412
94
$3.9M 0.21%
74,835
+5,675
95
$3.89M 0.21%
8,907
+6,441
96
$3.67M 0.2%
64,785
+30
97
$3.61M 0.19%
16,557
-1,924
98
$3.57M 0.19%
170,605
-4,145
99
$3.52M 0.19%
39,481
+1,152
100
$3.41M 0.18%
16,439
-9,666
2 3
4
5 6