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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.13%
7,833
-9,302
127
$1.54M 0.13%
98,190
+11,990
128
$1.53M 0.13%
7,063
-351
129
$1.5M 0.13%
9,074
+1,441
130
$1.5M 0.13%
48,884
+441
131
$1.49M 0.13%
28,780
-27,810
132
$1.49M 0.13%
9,051
-14,178
133
$1.48M 0.12%
22,845
+5,409
134
$1.46M 0.12%
4,302
+246
135
$1.44M 0.12%
16,272
-434
136
$1.44M 0.12%
7,608
-15,861
137
$1.44M 0.12%
28,140
+8,688
138
$1.43M 0.12%
17,904
-1,916
139
$1.43M 0.12%
20,596
-90,224
140
$1.41M 0.12%
5,085
+44
141
$1.36M 0.11%
31,485
+358
142
$1.36M 0.11%
9,528
-44,997
143
$1.36M 0.11%
113,942
-289
144
$1.34M 0.11%
+37,262
145
$1.33M 0.11%
35,935
+2,990
146
$1.28M 0.11%
1,690
+506
147
$1.28M 0.11%
12,301
-14,900
148
$1.24M 0.1%
7,097
-1,112
149
$1.23M 0.1%
6,249
+5,412
150
$1.23M 0.1%
14,196
+8,112
4 5
6
7 8