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
$1.72B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.2M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$9.09M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.28M

Top Sells

1
+$6.84M
2
+$6.57M
3
+$4.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Sector Composition

1 Technology 8.56%
2 Consumer Discretionary 6.62%
3 Financials 3.95%
4 Industrials 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$623K 0.04%
+6,815
227
$617K 0.04%
2,966
+592
228
$616K 0.04%
3,882
+1,435
229
$614K 0.04%
3,749
+739
230
$607K 0.04%
4,100
-4,460
231
$597K 0.03%
+22,880
232
$593K 0.03%
+3,415
233
$580K 0.03%
3,017
234
$577K 0.03%
7,641
+7,303
235
$568K 0.03%
3,924
+1,095
236
$563K 0.03%
1,488
+558
237
$549K 0.03%
1,393
-151
238
$547K 0.03%
+14,602
239
$534K 0.03%
+7,964
240
$529K 0.03%
3,183
+223
241
$510K 0.03%
6,550
+4,769
242
$504K 0.03%
4,581
+455
243
$504K 0.03%
+19,831
244
$500K 0.03%
3,814
-106
245
$500K 0.03%
+20,188
246
$498K 0.03%
+2,480
247
$492K 0.03%
8,131
+1,000
248
$488K 0.03%
+6,626
249
$483K 0.03%
4,870
+2,215
250
$483K 0.03%
+3,511
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