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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.02%
1,960
-17,247
227
$232K 0.02%
4,714
-438
228
$231K 0.02%
3,200
229
$229K 0.02%
5,505
-330
230
$223K 0.02%
3,250
-1,350
231
$222K 0.02%
+3,679
232
$221K 0.02%
1,347
+2
233
$216K 0.02%
639
+197
234
$214K 0.02%
2,937
+1,500
235
$210K 0.02%
7,235
+3,793
236
$209K 0.02%
989
+216
237
$206K 0.02%
2,888
-1,383
238
$200K 0.02%
3,995
-4,642
239
$200K 0.02%
1,461
+14
240
$198K 0.02%
1,592
+1,433
241
$196K 0.02%
1,207
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242
$196K 0.02%
1,730
-1,650
243
$186K 0.01%
5,723
244
$180K 0.01%
1,527
-55,523
245
$177K 0.01%
1,932
-14,340
246
$162K 0.01%
3,088
+173
247
$157K 0.01%
2,539
-45,144
248
$156K 0.01%
2,825
-809
249
$155K 0.01%
8,302
-870
250
$154K 0.01%
7,410
8 9
10
11 12