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
176
$994K 0.05%
5,813
-483
177
$986K 0.05%
9,561
-18,154
178
$982K 0.05%
5,846
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179
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-5,708
180
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3,456
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181
$970K 0.05%
5,422
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182
$964K 0.05%
11,372
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183
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3,589
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184
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23,827
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185
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186
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187
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5,500
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188
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189
$816K 0.04%
17,345
-17,485
190
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192
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193
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15,472
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194
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195
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196
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197
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+12,237
198
$724K 0.04%
+28,526
199
$712K 0.04%
10,516
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200
$692K 0.04%
9,674
-988
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