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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10M
3
+$9.89M
4
MA icon
Mastercard
MA
+$8.83M
5
PYPL icon
PayPal
PYPL
+$8.74M

Top Sells

1
+$11.1M
2
+$8.56M
3
+$5.61M
4
STZ icon
Constellation Brands
STZ
+$5.52M
5
LUV icon
Southwest Airlines
LUV
+$4.25M

Sector Composition

1 Technology 9.68%
2 Consumer Discretionary 4.66%
3 Financials 3.96%
4 Communication Services 3.84%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.28M 0.12%
52,713
-22,600
127
$2.25M 0.12%
4,722
+791
128
$2.24M 0.12%
24,465
-21,561
129
$2.12M 0.11%
+77,880
130
$2.08M 0.11%
+27,070
131
$2.03M 0.11%
12,200
-1,711
132
$2.02M 0.11%
9,432
+6,898
133
$1.97M 0.11%
101,000
+1,000
134
$1.93M 0.1%
11,603
+4,528
135
$1.84M 0.1%
21,692
+1,385
136
$1.78M 0.1%
5,817
+960
137
$1.78M 0.09%
85,556
-71,447
138
$1.73M 0.09%
14,146
+3,103
139
$1.69M 0.09%
94,100
-19,094
140
$1.64M 0.09%
45,047
-2,268
141
$1.58M 0.08%
26,104
+2,006
142
$1.57M 0.08%
4,231
+530
143
$1.54M 0.08%
25,973
+19,119
144
$1.53M 0.08%
8,406
+2,032
145
$1.52M 0.08%
25,587
-56,026
146
$1.51M 0.08%
66,012
+1,403
147
$1.44M 0.08%
10,891
+91
148
$1.44M 0.08%
13,072
+202
149
$1.42M 0.08%
5,875
+1,428
150
$1.41M 0.08%
6,290
+5,206
4 5
6
7 8