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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.17M 0.18%
14,941
+14,567
102
$2.14M 0.18%
21,200
-71,600
103
$2.1M 0.18%
22,198
+21,032
104
$2.09M 0.18%
35,768
-10,415
105
$2.02M 0.17%
9,634
+8,762
106
$2.02M 0.17%
+89,897
107
$2.02M 0.17%
30,829
+1,151
108
$2M 0.17%
76,857
-8,192
109
$2M 0.17%
113,380
-19,371
110
$1.96M 0.16%
90,587
+85,407
111
$1.94M 0.16%
70,147
+33,640
112
$1.93M 0.16%
+85,672
113
$1.93M 0.16%
62,775
+16,200
114
$1.91M 0.16%
6,192
-1,456
115
$1.9M 0.16%
5,775
+4,677
116
$1.84M 0.15%
23,259
+174
117
$1.78M 0.15%
19,262
-22,358
118
$1.77M 0.15%
49,205
+10,206
119
$1.71M 0.14%
6,816
-5,112
120
$1.69M 0.14%
10,170
+210
121
$1.6M 0.13%
5,456
-7,995
122
$1.6M 0.13%
4,785
-245
123
$1.58M 0.13%
4,708
+402
124
$1.58M 0.13%
12,715
-11,655
125
$1.57M 0.13%
21,570
+3,335
3 4
5
6 7