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

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

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
151
$1.36M 0.07%
10,246
+3,108
152
$1.34M 0.07%
5,800
153
$1.34M 0.07%
15,369
-21,186
154
$1.33M 0.07%
26,104
+8,664
155
$1.33M 0.07%
14,292
+3,810
156
$1.32M 0.07%
10,244
+2,998
157
$1.3M 0.07%
50,998
-5,430
158
$1.29M 0.07%
+5,079
159
$1.27M 0.07%
8,463
+5,190
160
$1.27M 0.07%
24,853
+13,220
161
$1.25M 0.07%
4,211
162
$1.22M 0.07%
10,506
+1,284
163
$1.21M 0.06%
17,422
+6,551
164
$1.21M 0.06%
6,948
+1,986
165
$1.2M 0.06%
+16,597
166
$1.2M 0.06%
4,731
-8,042
167
$1.19M 0.06%
25,525
+6,070
168
$1.11M 0.06%
3,465
+2
169
$1.11M 0.06%
21,426
-684
170
$1.1M 0.06%
18,809
+3,538
171
$1.05M 0.06%
+14,074
172
$1.03M 0.06%
23,292
+2,960
173
$1.03M 0.06%
+24,526
174
$1.02M 0.05%
11,012
-232
175
$1M 0.05%
54,035
-4,582
5 6
7
8 9