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
$1.87B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$9.62M
4
MA icon
Mastercard
MA
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.9M

Top Sells

1
+$11.1M
2
+$8.73M
3
+$6.08M
4
NVDA icon
NVIDIA
NVDA
+$6M
5
MU icon
Micron Technology
MU
+$4.42M

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
201
$684K 0.04%
84,570
-8,300
202
$675K 0.04%
2,691
-24,240
203
$652K 0.03%
5,041
+1,215
204
$649K 0.03%
+1,417
205
$646K 0.03%
14,662
-17,943
206
$646K 0.03%
1,286
-6,635
207
$642K 0.03%
4,156
+362
208
$638K 0.03%
7,824
+3,304
209
$638K 0.03%
12,904
+4,957
210
$633K 0.03%
3,444
-2,592
211
$628K 0.03%
+6,868
212
$628K 0.03%
6,109
+901
213
$625K 0.03%
15,996
+4,717
214
$623K 0.03%
5,885
-82,433
215
$616K 0.03%
7,924
+137
216
$614K 0.03%
+23,300
217
$603K 0.03%
+20,827
218
$600K 0.03%
7,036
+636
219
$596K 0.03%
5,132
-14
220
$589K 0.03%
+5,064
221
$587K 0.03%
4,311
+1,604
222
$587K 0.03%
5,404
+3,140
223
$578K 0.03%
+3,968
224
$575K 0.03%
2,806
+1,671
225
$568K 0.03%
+12,714
7 8
9
10 11