PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM $8.57B
This Quarter Return
-1.83%
1 Year Return
+7.98%
3 Year Return
+23.87%
5 Year Return
+117.89%
10 Year Return
–
AUM
$8.57B
AUM Growth
+$1.68B (+24%)
Cap. Flow
+$1.88B
Cap. Flow % of AUM
21.95%
Top 10 Holdings %Top 10 Hldgs %
25.95%
Holding
1,079
New
159
Increased
727
Reduced
140
Closed
35
Top Buys
| 1 | $106M | |
| 2 | $97.2M | |
| 3 | $87.2M | |
| 4 | $58.5M | |
| 5 | $55.1M |
Top Sells
| 1 | $101M | |
| 2 | $20.7M | |
| 3 | $8.75M | |
| 4 | $7.16M | |
| 5 | $5.77M |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Financials | 4.55% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Healthcare | 3.58% |
| 5 | Industrials | 3.01% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -4,688 | Closed | -$305K | |||
| – | – | -3,817 | Closed | -$207K | |||
| – | – | -19,026 | Closed | -$288K |
