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
$7.02B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$7.64M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$5.94M

Top Sells

1
+$13.3M
2
+$11.4M
3
+$9.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.82M
5
ABBV icon
AbbVie
ABBV
+$8.74M

Sector Composition

1 Technology 11.04%
2 Healthcare 3.98%
3 Consumer Discretionary 3.81%
4 Financials 3.67%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.3M 0.18%
214,200
-8,543
102
$12.3M 0.17%
151,672
-1,461
103
$11.6M 0.16%
12,925
+1,044
104
$11.5M 0.16%
218,891
+38,347
105
$11.5M 0.16%
214,377
-6,271
106
$11.4M 0.16%
307,449
+54,504
107
$11.4M 0.16%
29,069
+2,128
108
$11.3M 0.16%
230,535
-4,830
109
$11.1M 0.16%
156,450
-30,500
110
$11.1M 0.16%
380,180
-23,427
111
$10.9M 0.15%
113,396
-6,320
112
$10.8M 0.15%
686,319
-382,953
113
$10.4M 0.15%
209,426
+4,733
114
$10.1M 0.14%
95,511
+1,615
115
$10.1M 0.14%
456,039
+2,643
116
$9.99M 0.14%
303,033
-4,780
117
$9.79M 0.14%
100,462
-26,752
118
$9.77M 0.14%
150,895
-967
119
$9.75M 0.14%
27,593
-3,907
120
$9.74M 0.14%
135,549
-10,912
121
$9.41M 0.13%
122,505
+1,485
122
$9.38M 0.13%
55,020
-7,346
123
$9.29M 0.13%
152,547
-574
124
$9.26M 0.13%
220,315
-4,241
125
$8.85M 0.13%
142,027
-10,116
3 4
5
6 7