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
$1.19B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$13M
3
+$5.66M
4
ACN icon
Accenture
ACN
+$4.95M
5
CPAY icon
Corpay
CPAY
+$4.23M

Top Sells

1
+$7.32M
2
+$7.21M
3
+$6.44M
4
NEE icon
NextEra Energy
NEE
+$6.26M
5
AAPL icon
Apple
AAPL
+$4.84M

Sector Composition

1 Technology 6.95%
2 Healthcare 3.24%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.19%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$405K 0.03%
1,195
-59
202
$404K 0.03%
25,464
+337
203
$395K 0.03%
7,292
-1,277
204
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2,872
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205
$384K 0.03%
15,000
206
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3,756
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207
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-18
208
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210
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211
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212
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63,000
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213
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214
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215
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216
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217
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218
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219
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220
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6,969
221
$293K 0.02%
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222
$289K 0.02%
2,447
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223
$284K 0.02%
4,943
-1,277
224
$280K 0.02%
1,685
-10,695
225
$267K 0.02%
9,939
+5,439
7 8
9
10 11