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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$445K 0.03%
3,826
-2,653
227
$429K 0.03%
1,462
-852
228
$428K 0.03%
3,234
+535
229
$421K 0.03%
2,707
-1,217
230
$421K 0.03%
3,262
-1,310
231
$412K 0.03%
6,854
-1,277
232
$411K 0.03%
5,183
-16,078
233
$409K 0.03%
1,000
234
$400K 0.03%
4,254
-8,000
235
$397K 0.02%
7,947
-4,942
236
$393K 0.02%
+7,860
237
$390K 0.02%
15,416
-4,415
238
$386K 0.02%
+18,131
239
$381K 0.02%
+3,700
240
$369K 0.02%
11,969
-8,624
241
$360K 0.02%
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242
$358K 0.02%
14,496
-5,692
243
$344K 0.02%
2,771
+571
244
$342K 0.02%
4,520
-590
245
$337K 0.02%
6,827
-1,455
246
$335K 0.02%
5,304
247
$319K 0.02%
1,572
-3,976
248
$307K 0.02%
12,409
-169,330
249
$305K 0.02%
4,651
250
$295K 0.02%
4,453
-699
8 9
10
11 12