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
151
$6.64M 0.09%
35,225
+56
152
$6.62M 0.09%
32,968
-1,375
153
$6.43M 0.09%
34,809
-254
154
$6.43M 0.09%
50,121
-1,298
155
$6.36M 0.09%
26,147
-639
156
$6.3M 0.09%
25,328
+110
157
$6.25M 0.09%
36,783
-9,536
158
$6.24M 0.09%
159,489
-14,616
159
$6.18M 0.09%
326,310
-43,020
160
$6.18M 0.09%
52,551
+662
161
$6.14M 0.09%
162,865
-10,038
162
$6.13M 0.09%
27,740
-847
163
$5.92M 0.08%
30,049
-3,463
164
$5.92M 0.08%
9,530
-295
165
$5.85M 0.08%
16,198
-5,928
166
$5.8M 0.08%
15,191
+769
167
$5.78M 0.08%
115,050
+16,254
168
$5.63M 0.08%
57,408
-587
169
$5.62M 0.08%
145,736
-669
170
$5.6M 0.08%
51,120
-689
171
$5.54M 0.08%
3,880
+514
172
$5.45M 0.08%
87,891
+768
173
$5.33M 0.08%
9,086
+748
174
$5.32M 0.08%
58,997
+13,485
175
$5.31M 0.08%
29,152
+741
5 6
7
8 9