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
$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
1
$15.8M 6.65%
253,208
+83,152
2
$7.46M 3.14%
264,616
+228,255
3
$6.99M 2.94%
+58,900
4
$6.56M 2.76%
61,724
+25,243
5
$6.25M 2.63%
42,330
+35,100
6
$5.82M 2.45%
30,125
+18,125
7
$5.82M 2.45%
110,500
+64,200
8
$5.77M 2.43%
27,400
+23,400
9
$5.5M 2.31%
91,550
+36,073
10
$5.43M 2.28%
55,522
+540
11
$5.41M 2.27%
115,378
+56,203
12
$4.95M 2.08%
835,520
+733,120
13
$4.43M 1.86%
22,787
+16,626
14
$4.4M 1.85%
116,716
+2,394
15
$4.14M 1.74%
221,486
+212,670
16
$4.11M 1.73%
80,736
+76,196
17
$3.81M 1.6%
59,205
+52,005
18
$3.74M 1.57%
+107,715
19
$3.54M 1.49%
67,585
+56,285
20
$3.54M 1.49%
71,145
+61,440
21
$3.43M 1.44%
65,174
+25,248
22
$3.35M 1.41%
88,300
+31,300
23
$3.3M 1.39%
9,829
+29
24
$3.29M 1.38%
39,712
+36,788
25
$3.27M 1.37%
48,800
+500
1
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