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
$315M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$6.84M
4
KSS icon
Kohl's
KSS
+$6.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.46M

Top Sells

1
+$5.33M
2
+$3.84M
3
+$3.45M
4
COST icon
Costco
COST
+$3.3M
5
COP icon
ConocoPhillips
COP
+$3.21M

Sector Composition

1 Technology 14.06%
2 Industrials 12.45%
3 Consumer Discretionary 8.14%
4 Financials 6.62%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
365
-101
227
$19K 0.01%
2,222
228
$18K 0.01%
250
229
$16K 0.01%
100
230
$15K ﹤0.01%
225
231
$15K ﹤0.01%
171
232
$11K ﹤0.01%
190
-1,310
233
$11K ﹤0.01%
160
234
$11K ﹤0.01%
255
-11,225
235
$11K ﹤0.01%
100
-200
236
$11K ﹤0.01%
+105
237
$11K ﹤0.01%
200
-2,285
238
$9K ﹤0.01%
140
-660
239
$9K ﹤0.01%
200
240
$5K ﹤0.01%
+161
241
$5K ﹤0.01%
+25
242
$4K ﹤0.01%
+45
243
$4K ﹤0.01%
+115
244
$4K ﹤0.01%
66
-39
245
$4K ﹤0.01%
+35
246
$3K ﹤0.01%
+135
247
$3K ﹤0.01%
+120
248
$3K ﹤0.01%
+165
249
$3K ﹤0.01%
119
-480
250
$2K ﹤0.01%
+15
8 9
10
11 12