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
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.43M
3
+$5.2M
4
URI icon
United Rentals
URI
+$5.18M
5
CPAY icon
Corpay
CPAY
+$4.93M

Top Sells

1
+$5.3M
2
+$3.76M
3
+$3.73M
4
CVX icon
Chevron
CVX
+$3.34M
5
MSFT icon
Microsoft
MSFT
+$3.26M

Sector Composition

1 Technology 14.28%
2 Industrials 13.05%
3 Financials 8.13%
4 Consumer Discretionary 5.11%
5 Materials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.16%
4,688
102
$367K 0.15%
15,148
+4,397
103
$362K 0.15%
8,900
+6,900
104
$362K 0.15%
15,100
+5,176
105
$341K 0.14%
+3,106
106
$340K 0.14%
6,930
107
$334K 0.14%
1,971
108
$332K 0.14%
13,327
-656
109
$323K 0.14%
5,756
+56
110
$303K 0.13%
+3,868
111
$301K 0.13%
4,650
112
$298K 0.13%
1,091
+424
113
$294K 0.12%
+6,848
114
$284K 0.12%
6,221
+446
115
$280K 0.12%
6,630
+4,200
116
$274K 0.12%
6,275
+1,700
117
$256K 0.11%
1,313
+1,233
118
$253K 0.11%
8,871
+4,671
119
$246K 0.1%
5,000
120
$244K 0.1%
4,600
121
$204K 0.09%
1,474
+434
122
$204K 0.09%
1,500
123
$185K 0.08%
2,540
+100
124
$183K 0.08%
3,600
125
$178K 0.07%
1,800
3 4
5
6 7