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
201
$14K 0.01%
+80
202
$13K 0.01%
+376
203
$11K 0.01%
+250
204
$11K 0.01%
105
205
$10K 0.01%
1,203
+1,202
206
$10K 0.01%
686
-27
207
$10K 0.01%
+599
208
$10K 0.01%
+129
209
$10K 0.01%
503
-4,048
210
$9K 0.01%
+220
211
$9K 0.01%
200
212
$9K 0.01%
+966
213
$9K 0.01%
+404
214
$9K 0.01%
+426
215
$8K 0.01%
200
216
$8K 0.01%
+189
217
$8K 0.01%
+166
218
$7K 0.01%
+651
219
$6K ﹤0.01%
950
220
$6K ﹤0.01%
186
221
$5K ﹤0.01%
50
222
$5K ﹤0.01%
20
223
$4K ﹤0.01%
66
224
$3K ﹤0.01%
+167
225
$3K ﹤0.01%
+382
7 8
9
10 11