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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K 0.01%
705
-23
227
$126K 0.01%
10,000
228
$123K 0.01%
1,704
-523
229
$121K 0.01%
2,086
+1,215
230
$120K 0.01%
1,435
-140
231
$120K 0.01%
2,257
+26
232
$119K 0.01%
2,000
233
$116K 0.01%
660
234
$115K 0.01%
750
235
$113K 0.01%
2,695
236
$112K 0.01%
1,355
237
$111K 0.01%
7,577
-117,824
238
$111K 0.01%
+6,464
239
$110K 0.01%
733
240
$109K 0.01%
1,809
+1,700
241
$107K 0.01%
4,434
242
$107K 0.01%
2,250
243
$107K 0.01%
13,536
244
$106K 0.01%
+6,350
245
$101K 0.01%
487
-16
246
$100K 0.01%
1,450
247
$100K 0.01%
3,150
+2,050
248
$100K 0.01%
1,173
-32
249
$98K 0.01%
650
250
$95K 0.01%
359
8 9
10
11 12