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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$558K 0.03%
9,486
227
$552K 0.03%
8,354
228
$549K 0.03%
12,500
229
$548K 0.03%
2,480
230
$535K 0.03%
4,140
231
$532K 0.03%
3,062
232
$525K 0.03%
3,675
-62
233
$524K 0.03%
7,324
-2,350
234
$512K 0.03%
7,699
-116
235
$507K 0.03%
21,790
236
$498K 0.03%
3,352
237
$494K 0.03%
955
238
$488K 0.03%
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239
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1,354
240
$473K 0.03%
10,158
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241
$465K 0.03%
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242
$463K 0.03%
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243
$462K 0.03%
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244
$458K 0.03%
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245
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246
$455K 0.03%
4,338
247
$451K 0.03%
8,806
248
$446K 0.02%
14,158
249
$445K 0.02%
4,702
250
$443K 0.02%
2,348
8 9
10
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