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
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.01%
929
-131
227
$67K 0.01%
+856
228
$66K 0.01%
+1,006
229
$65K 0.01%
1,000
230
$65K 0.01%
10,650
231
$64K 0.01%
1,000
232
$63K 0.01%
1,900
233
$62K 0.01%
319
+119
234
$61K 0.01%
535
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235
$59K 0.01%
1,066
-280
236
$59K 0.01%
800
237
$57K 0.01%
600
238
$56K 0.01%
+692
239
$55K 0.01%
600
240
$53K 0.01%
+200
241
$51K 0.01%
780
242
$51K 0.01%
+1,596
243
$51K 0.01%
761
244
$51K 0.01%
605
245
$50K 0.01%
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246
$49K 0.01%
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247
$49K 0.01%
1,850
248
$46K 0.01%
176
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249
$46K 0.01%
905
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250
$46K 0.01%
2,000
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10
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