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
176
$74K 0.03%
+1,500
177
$73K 0.03%
12,448
-1,203
178
$70K 0.03%
228
+186
179
$69K 0.03%
1,000
180
$68K 0.03%
1,000
181
$68K 0.03%
944
182
$66K 0.03%
1,000
183
$64K 0.03%
1,465
-869
184
$64K 0.03%
605
-300
185
$63K 0.03%
147
+109
186
$63K 0.03%
+592
187
$63K 0.03%
+1,070
188
$60K 0.03%
+1,030
189
$60K 0.03%
2,250
190
$59K 0.02%
+1,148
191
$58K 0.02%
1,345
192
$56K 0.02%
+1,000
193
$56K 0.02%
+686
194
$55K 0.02%
+1,200
195
$55K 0.02%
5,000
196
$54K 0.02%
+73
197
$53K 0.02%
525
+175
198
$52K 0.02%
381
199
$51K 0.02%
1,200
200
$50K 0.02%
+1,997
6 7
8
9 10