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
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.69M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$3.14M
5
CVX icon
Chevron
CVX
+$3.09M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$2.87M
4
AAPL icon
Apple
AAPL
+$2.79M
5
LULU icon
lululemon athletica
LULU
+$2.69M

Sector Composition

1 Industrials 11.5%
2 Technology 10.49%
3 Consumer Discretionary 8.29%
4 Financials 7.78%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.13%
667
+35
102
$176K 0.12%
1,202
103
$173K 0.12%
1,225
104
$173K 0.12%
1,800
105
$172K 0.12%
3,600
106
$171K 0.12%
1,870
107
$166K 0.12%
8,816
108
$153K 0.11%
1,600
109
$151K 0.11%
2,440
110
$150K 0.11%
9,466
-1,825
111
$146K 0.1%
660
112
$146K 0.1%
+2,500
113
$144K 0.1%
1,040
+101
114
$137K 0.1%
2,380
-3,450
115
$133K 0.09%
20,340
+1,000
116
$133K 0.09%
4,575
+3,650
117
$129K 0.09%
1,661
118
$128K 0.09%
487
-778
119
$127K 0.09%
7,164
+385
120
$126K 0.09%
500
121
$125K 0.09%
4,200
122
$121K 0.09%
2,104
123
$121K 0.09%
1,500
+500
124
$114K 0.08%
1,975
125
$114K 0.08%
2,430
+130
3 4
5
6 7