PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$11.7M
2
+$10M
3
+$9.89M
4
MA icon
Mastercard
MA
+$8.83M
5
PYPL icon
PayPal
PYPL
+$8.74M

Top Sells

1
+$11.1M
2
+$8.56M
3
+$5.61M
4
STZ icon
Constellation Brands
STZ
+$5.52M
5
LUV icon
Southwest Airlines
LUV
+$4.25M

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
+2,385
179
$976K 0.05%
22,292
-5,708
180
$974K 0.05%
3,456
+177
181
$970K 0.05%
5,422
-62,273
182
$964K 0.05%
11,372
+8,070
183
$962K 0.05%
3,589
+215
184
$866K 0.05%
23,827
-24,623
185
$845K 0.05%
24,286
-420
186
$841K 0.04%
+15,248
187
$838K 0.04%
5,500
+278
188
$833K 0.04%
+11,583
189
$816K 0.04%
17,345
-17,485
190
$792K 0.04%
4,029
+1,412
191
$788K 0.04%
+21,594
192
$761K 0.04%
+12,917
193
$756K 0.04%
15,472
+1,162
194
$753K 0.04%
24,954
-80,323
195
$748K 0.04%
5,597
+27
196
$734K 0.04%
3,019
+1
197
$733K 0.04%
+12,237
198
$724K 0.04%
+28,526
199
$712K 0.04%
10,516
+444
200
$692K 0.04%
19,348
-1,976
6 7
8
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