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
201
$4.63M 0.07%
71,331
-31,043
202
$4.63M 0.07%
111,897
-16,969
203
$4.58M 0.07%
16,894
+401
204
$4.44M 0.06%
17,999
-2,801
205
$4.43M 0.06%
23,364
+1,540
206
$4.43M 0.06%
3,561
-230
207
$4.35M 0.06%
17,826
-1,185
208
$4.31M 0.06%
26,453
-573
209
$4.31M 0.06%
57,322
-9,023
210
$4.31M 0.06%
120,626
-6,528
211
$4.3M 0.06%
20,734
-387
212
$4.28M 0.06%
31,308
-2,626
213
$4.28M 0.06%
35,537
+126
214
$4.26M 0.06%
37,160
-308
215
$4.26M 0.06%
37,324
-26,308
216
$4.23M 0.06%
18,367
-675
217
$4.22M 0.06%
23,450
+614
218
$4.22M 0.06%
45,923
+3,118
219
$4.2M 0.06%
82,804
+20,270
220
$4.2M 0.06%
93,546
-5,124
221
$4.19M 0.06%
58,589
+1,859
222
$4.19M 0.06%
51,390
-360
223
$4.16M 0.06%
20,144
-35
224
$4.14M 0.06%
29,136
-1,678
225
$4.11M 0.06%
14,773
-712
7 8
9
10 11