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
176
$32K 0.02%
2,708
177
$28K 0.02%
275
178
$28K 0.02%
800
179
$27K 0.02%
+975
180
$27K 0.02%
500
181
$26K 0.02%
+701
182
$25K 0.02%
2,000
183
$24K 0.02%
151
+127
184
$23K 0.02%
+300
185
$23K 0.02%
2,300
186
$23K 0.02%
+709
187
$22K 0.02%
1,270
+1,269
188
$20K 0.01%
699
189
$19K 0.01%
142
+118
190
$19K 0.01%
+173
191
$19K 0.01%
+340
192
$19K 0.01%
317
193
$18K 0.01%
+342
194
$18K 0.01%
244
-35,056
195
$17K 0.01%
+166
196
$17K 0.01%
+7
197
$16K 0.01%
+38
198
$16K 0.01%
+333
199
$15K 0.01%
400
200
$15K 0.01%
+42
6 7
8
9 10