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
126
$113K 0.08%
11,500
127
$110K 0.08%
2,200
128
$109K 0.08%
820
-10
129
$106K 0.08%
700
-225
130
$106K 0.08%
2,100
131
$104K 0.07%
1,700
-1,200
132
$103K 0.07%
940
133
$101K 0.07%
2,334
+734
134
$96K 0.07%
3,980
+3,600
135
$96K 0.07%
1,200
136
$94K 0.07%
4,333
137
$85K 0.06%
5,000
138
$84K 0.06%
1,040
139
$84K 0.06%
1,000
140
$84K 0.06%
980
+170
141
$84K 0.06%
905
142
$83K 0.06%
2,200
143
$82K 0.06%
13,651
+3,651
144
$80K 0.06%
1,500
145
$79K 0.06%
2,250
146
$78K 0.06%
2,000
147
$76K 0.05%
2,180
148
$73K 0.05%
1,400
+200
149
$72K 0.05%
944
150
$68K 0.05%
1,400
4 5
6
7 8