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
151
$1.23M 0.1%
17,442
-58,624
152
$1.22M 0.1%
9,815
-720
153
$1.19M 0.1%
15,364
+13,000
154
$1.13M 0.1%
26,900
-700
155
$1.1M 0.09%
110,129
-20,450
156
$1.09M 0.09%
6,524
+1,931
157
$1.02M 0.09%
7,345
+946
158
$1.01M 0.09%
4,185
+3,310
159
$978K 0.08%
23,550
+11,440
160
$933K 0.08%
24,882
-37,172
161
$925K 0.08%
+24,883
162
$904K 0.08%
+24,903
163
$892K 0.08%
24,796
+14,559
164
$869K 0.07%
130,428
-97,178
165
$840K 0.07%
+3,901
166
$755K 0.06%
12,526
-2,102
167
$747K 0.06%
10,959
+75
168
$737K 0.06%
9,328
-230
169
$709K 0.06%
10,025
-49,995
170
$708K 0.06%
15,085
+9,530
171
$703K 0.06%
16,260
-9,848
172
$648K 0.05%
7,349
-156
173
$643K 0.05%
29,821
-10,990
174
$643K 0.05%
5,511
+57
175
$622K 0.05%
3,812
+571
5 6
7
8 9