PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$7.29M
2
+$6.81M
3
+$5.73M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.17M
5
CPAY icon
Corpay
CPAY
+$4.8M

Top Sells

1
+$5.19M
2
+$4.05M
3
+$3.76M
4
CVX icon
Chevron
CVX
+$3.28M
5
MSFT icon
Microsoft
MSFT
+$3.2M

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
126
$177K 0.07%
2,729
+2,069
127
$173K 0.07%
+2,074
128
$170K 0.07%
+3,194
129
$163K 0.07%
951
-30,942
130
$163K 0.07%
946
-279
131
$162K 0.07%
990
+290
132
$162K 0.07%
1,444
-156
133
$161K 0.07%
1,202
134
$156K 0.07%
9,466
135
$153K 0.06%
22,730
+2,390
136
$144K 0.06%
2,380
137
$143K 0.06%
1,364
+1,089
138
$138K 0.06%
+2,115
139
$135K 0.06%
498
+11
140
$135K 0.06%
11,500
141
$133K 0.06%
2,541
+41
142
$129K 0.05%
7,480
-10,860
143
$125K 0.05%
2,485
+2,435
144
$123K 0.05%
660
145
$123K 0.05%
1,176
+1,003
146
$121K 0.05%
1,650
-1,750
147
$120K 0.05%
3,424
+1,244
148
$118K 0.05%
4,333
149
$116K 0.05%
+987
150
$115K 0.05%
+1,622
4 5
6
7 8