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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.41M 0.18%
104,844
+5,837
102
$3.33M 0.18%
7,008
+1,372
103
$3.26M 0.17%
34,905
+5,909
104
$3.21M 0.17%
14,069
+261
105
$3.18M 0.17%
20,492
+6,068
106
$3.15M 0.17%
15,636
-16,282
107
$3.14M 0.17%
19,423
-1,912
108
$3.13M 0.17%
73,534
-9,228
109
$3.13M 0.17%
97,692
+12,388
110
$3.05M 0.16%
110,600
+18,000
111
$3.05M 0.16%
7,971
+1,511
112
$3.02M 0.16%
69,300
-5,600
113
$3M 0.16%
16,885
+3,129
114
$2.95M 0.16%
16,342
-18,296
115
$2.95M 0.16%
20,944
+5,737
116
$2.93M 0.16%
3,464
+736
117
$2.88M 0.15%
24,844
+9,086
118
$2.88M 0.15%
+68,608
119
$2.84M 0.15%
8,295
+951
120
$2.77M 0.15%
37,173
-83
121
$2.7M 0.14%
22,405
+648
122
$2.54M 0.14%
40,124
+6,164
123
$2.42M 0.13%
23,951
+198
124
$2.41M 0.13%
20,312
+11,900
125
$2.32M 0.12%
36,727
+7,840
3 4
5
6 7