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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+79
227
$3K ﹤0.01%
+63
228
$3K ﹤0.01%
+41
229
$3K ﹤0.01%
+43
230
$3K ﹤0.01%
+390
231
$3K ﹤0.01%
+18
232
$3K ﹤0.01%
+94
233
$3K ﹤0.01%
+50
234
$3K ﹤0.01%
+22
235
$3K ﹤0.01%
+34
236
$2K ﹤0.01%
+205
237
$2K ﹤0.01%
+159
238
$2K ﹤0.01%
+106
239
$2K ﹤0.01%
+13
240
$2K ﹤0.01%
+34
241
$2K ﹤0.01%
+59
242
$2K ﹤0.01%
+11
243
$2K ﹤0.01%
+74
244
– –
0
245
$0 ﹤0.01%
+14
246
– –
0
247
$0 ﹤0.01%
+1
248
$0 ﹤0.01%
+1
249
$0 ﹤0.01%
+4
250
$0 ﹤0.01%
+1
6 7 8 9
10