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
$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
1
$365M 5.2%
1,289,732
-18,206
2
$261M 3.71%
11,518,158
-389,799
3
$196M 2.79%
1,558,260
-32,764
4
$188M 2.68%
808,421
-16,756
5
$188M 2.68%
327,900
-19,849
6
$171M 2.44%
7,296,440
-565,080
7
$156M 2.22%
1,536,455
-43,112
8
$143M 2.04%
332,251
+908
9
$133M 1.89%
1,091,408
+62,951
10
$129M 1.83%
737,124
-7,264
11
$128M 1.82%
242,195
-7,265
12
$117M 1.67%
5,707,420
-199,516
13
$116M 1.65%
237,073
+739
14
$109M 1.55%
337,474
+41,714
15
$103M 1.47%
1,570,305
-101,586
16
$98.1M 1.4%
911,090
-7,774
17
$98M 1.4%
525,823
+39,298
18
$96.9M 1.38%
1,290,436
+48,272
19
$95.8M 1.37%
1,874,956
+38,961
20
$93M 1.33%
969,484
-78,957
21
$92.7M 1.32%
1,914,870
+294,448
22
$91.1M 1.3%
157,927
+3,310
23
$87.2M 1.24%
486,369
-12,808
24
$78.7M 1.12%
1,084,114
-29,502
25
$64.8M 0.92%
1,830,335
-24,649
1
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