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
201
$50K 0.02%
1,500
202
$49K 0.02%
3,595
203
$48K 0.02%
+543
204
$47K 0.02%
1,211
205
$44K 0.02%
800
+300
206
$42K 0.02%
1,750
207
$42K 0.02%
+397
208
$41K 0.02%
+374
209
$39K 0.02%
566
210
$38K 0.02%
1,731
211
$38K 0.02%
+345
212
$36K 0.02%
840
+139
213
$33K 0.01%
+200
214
$33K 0.01%
+300
215
$33K 0.01%
395
216
$31K 0.01%
2,300
217
$31K 0.01%
379
+250
218
$31K 0.01%
+3,500
219
$29K 0.01%
+520
220
$29K 0.01%
+150
221
$28K 0.01%
+200
222
$27K 0.01%
+345
223
$27K 0.01%
+450
224
$27K 0.01%
975
225
$26K 0.01%
300
7 8
9
10 11