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
76
$18.2M 0.26%
386,149
-9,774
77
$17.9M 0.26%
167,993
-5,957
78
$17.3M 0.25%
215,643
+28,591
79
$17.2M 0.25%
34,885
+720
80
$15.9M 0.23%
58,036
+6,938
81
$15.6M 0.22%
48,421
+1,467
82
$15.5M 0.22%
76,784
+18,228
83
$15.5M 0.22%
64,221
-2,207
84
$14.7M 0.21%
71,134
-4,038
85
$14.7M 0.21%
54,200
+121
86
$14.6M 0.21%
568,524
-22,186
87
$14.2M 0.2%
128,991
-1,784
88
$14.2M 0.2%
295,792
-15,409
89
$13.9M 0.2%
168,011
-5,165
90
$13.9M 0.2%
122,601
-8,471
91
$13.6M 0.19%
395,689
-1,231
92
$13.5M 0.19%
839,122
-398
93
$13.2M 0.19%
31,626
-703
94
$13M 0.19%
34,744
+1,587
95
$13M 0.19%
85,014
-56
96
$12.9M 0.18%
74,262
-8,399
97
$12.7M 0.18%
132,447
-24,211
98
$12.7M 0.18%
56,373
-343
99
$12.4M 0.18%
127,210
-2,287
100
$12.3M 0.18%
129,444
-4,846
2 3
4
5 6