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
176
$5.29M 0.08%
58,091
-3,615
177
$5.23M 0.07%
8,455
-2,220
178
$5.22M 0.07%
30,542
+4,378
179
$5.2M 0.07%
78,065
-678
180
$5.19M 0.07%
25,575
-1,178
181
$5.16M 0.07%
58,390
-103,082
182
$5.16M 0.07%
183,072
-12,909
183
$5.14M 0.07%
110,030
+14,272
184
$5.11M 0.07%
108,986
-3,683
185
$5.07M 0.07%
99,891
-18,276
186
$5.04M 0.07%
15,208
-1,780
187
$4.98M 0.07%
27,698
-2,034
188
$4.97M 0.07%
189,312
+8,540
189
$4.97M 0.07%
58,830
-4,924
190
$4.95M 0.07%
5,210
-209
191
$4.94M 0.07%
9,980
+4,451
192
$4.93M 0.07%
170,314
-8,731
193
$4.91M 0.07%
121,116
-1
194
$4.91M 0.07%
92,906
+4,581
195
$4.81M 0.07%
18,681
-1,435
196
$4.8M 0.07%
26,817
+691
197
$4.75M 0.07%
81,640
-245
198
$4.71M 0.07%
45,403
+14,026
199
$4.68M 0.07%
80,622
-1,103
200
$4.67M 0.07%
81,067
+18,837
6 7
8
9 10