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
151
$111K 0.05%
820
152
$110K 0.05%
+1,400
153
$109K 0.05%
2,100
154
$108K 0.05%
2,200
155
$105K 0.04%
+1,000
156
$104K 0.04%
+2,000
157
$103K 0.04%
712
+570
158
$103K 0.04%
1,820
+420
159
$103K 0.04%
+1,500
160
$102K 0.04%
1,700
161
$99K 0.04%
940
162
$97K 0.04%
1,900
+1,560
163
$96K 0.04%
1,500
164
$95K 0.04%
2,200
165
$90K 0.04%
1,200
166
$90K 0.04%
300
167
$88K 0.04%
5,000
168
$88K 0.04%
3,980
169
$85K 0.04%
1,000
170
$83K 0.03%
980
171
$82K 0.03%
1,040
172
$82K 0.03%
2,250
173
$80K 0.03%
+1,000
174
$78K 0.03%
+1,618
175
$75K 0.03%
275
+89
5 6
7
8 9