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
$7.02B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$13.4M
3
+$7.64M
4
AMZN icon
Amazon
AMZN
+$7.32M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$5.94M

Top Sells

1
+$13.3M
2
+$11.4M
3
+$9.11M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.82M
5
ABBV icon
AbbVie
ABBV
+$8.74M

Sector Composition

1 Technology 11.04%
2 Healthcare 3.98%
3 Consumer Discretionary 3.81%
4 Financials 3.67%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.83M 0.13%
155,892
+1,019
127
$8.79M 0.13%
33,332
-1,525
128
$8.67M 0.12%
281,178
-6,771
129
$8.59M 0.12%
97,404
+11,154
130
$8.58M 0.12%
31,009
+180
131
$8.45M 0.12%
112,286
-5
132
$8.39M 0.12%
99,858
+6,223
133
$8.28M 0.12%
53,749
-767
134
$8.21M 0.12%
76,709
+7,405
135
$7.97M 0.11%
36,052
+11
136
$7.85M 0.11%
197,861
+26,746
137
$7.79M 0.11%
160,191
+958
138
$7.71M 0.11%
80,475
-4,804
139
$7.64M 0.11%
64,191
-9,497
140
$7.64M 0.11%
77,868
+5,339
141
$7.64M 0.11%
34,718
-727
142
$7.55M 0.11%
55,888
-1,386
143
$7.53M 0.11%
38,518
+580
144
$7.41M 0.11%
189,245
-11,391
145
$7.33M 0.1%
258,242
+33,027
146
$7.22M 0.1%
144,689
+13,426
147
$7.01M 0.1%
35,307
+29,909
148
$7.01M 0.1%
26,119
-1,668
149
$6.75M 0.1%
44,534
+3,367
150
$6.67M 0.1%
197,325
-67,396
4 5
6
7 8