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
$141M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.69M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$3.14M
5
CVX icon
Chevron
CVX
+$3.09M

Top Sells

1
+$3.05M
2
+$2.95M
3
+$2.87M
4
AAPL icon
Apple
AAPL
+$2.79M
5
LULU icon
lululemon athletica
LULU
+$2.69M

Sector Composition

1 Industrials 11.5%
2 Technology 10.49%
3 Consumer Discretionary 8.29%
4 Financials 7.78%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67K 0.05%
1,000
152
$65K 0.05%
1,000
153
$58K 0.04%
1,000
-509
154
$57K 0.04%
1,000
155
$57K 0.04%
300
156
$57K 0.04%
2,250
157
$57K 0.04%
1,345
-67,712
158
$55K 0.04%
5,000
+1,000
159
$53K 0.04%
+381
160
$51K 0.04%
847
161
$49K 0.03%
1,500
-700
162
$48K 0.03%
1,211
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163
$48K 0.03%
186
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164
$48K 0.03%
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165
$47K 0.03%
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166
$42K 0.03%
1,750
167
$41K 0.03%
+1,731
168
$39K 0.03%
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169
$39K 0.03%
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$38K 0.03%
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171
$38K 0.03%
350
172
$37K 0.03%
1,654
173
$37K 0.03%
660
174
$34K 0.02%
+395
175
$32K 0.02%
+500
5 6
7
8 9