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
$238M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.43M
3
+$5.2M
4
URI icon
United Rentals
URI
+$5.18M
5
CPAY icon
Corpay
CPAY
+$4.93M

Top Sells

1
+$5.3M
2
+$3.76M
3
+$3.73M
4
CVX icon
Chevron
CVX
+$3.34M
5
MSFT icon
Microsoft
MSFT
+$3.26M

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%
1,444
-156
132
$162K 0.07%
990
+290
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