PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
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
1
$10.3M 7.28%
170,056
-14,810
2
$5.23M 3.7%
54,982
+17,933
3
$5.11M 3.62%
31,893
+28,683
4
$4.46M 3.16%
48,895
+34,362
5
$4.3M 3.04%
82,287
+30,987
6
$4.29M 3.04%
114,322
+12,246
7
$3.91M 2.77%
36,481
+11,027
8
$3.88M 2.75%
34,006
+27,070
9
$3.76M 2.66%
42,800
+42,100
10
$3.5M 2.48%
55,477
+15,058
11
$3.43M 2.43%
57,800
+57,000
12
$3.29M 2.33%
46,300
+38,500
13
$3.26M 2.31%
48,300
+17,100
14
$3.21M 2.28%
9,800
+9,100
15
$3.11M 2.2%
47,500
-15,800
16
$2.96M 2.1%
57,000
-1,500
17
$2.9M 2.05%
61,846
+4,331
18
$2.68M 1.9%
155,615
+40,860
19
$2.66M 1.88%
59,175
+14,348
20
$2.59M 1.83%
12,000
+11,900
21
$2.48M 1.76%
47,979
+4,502
22
$2.39M 1.7%
20,116
+1,616
23
$2.38M 1.69%
237,000
+212,900
24
$2.1M 1.49%
39,926
+11,702
25
$1.91M 1.35%
45,608
-66,492
1
2 3 4 5