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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$116K 0.01%
1,257
+128
227
$115K 0.01%
7,410
-580
228
$114K 0.01%
2,121
-147
229
$113K 0.01%
+2,238
230
$108K 0.01%
11,076
-8,076
231
$108K 0.01%
1,022
-141
232
$103K 0.01%
616
-1,434
233
$103K 0.01%
1,270
-195
234
$102K 0.01%
1,393
-17,025
235
$102K 0.01%
723
+18
236
$99K 0.01%
661
-1,011
237
$98K 0.01%
1,479
+29
238
$97K 0.01%
1,341
-14
239
$97K 0.01%
6,637
-70,806
240
$96K 0.01%
20,852
+7,665
241
$96K 0.01%
1,341
+16
242
$95K 0.01%
1,291
-413
243
$94K 0.01%
7,887
-4,013
244
$93K 0.01%
1,274
+101
245
$93K 0.01%
+1,007
246
$92K 0.01%
559
+72
247
$92K 0.01%
2,666
-1,874
248
$92K 0.01%
758
+25
249
$91K 0.01%
2,962
-434
250
$90K 0.01%
18,682
-5,928
8 9
10
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