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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$521K 0.03%
+11,013
227
$521K 0.03%
+5,094
228
$519K 0.03%
4,648
+680
229
$505K 0.03%
6,031
+3,350
230
$503K 0.03%
3,383
+1,035
231
$488K 0.03%
3,368
-2,478
232
$488K 0.03%
13,188
233
$482K 0.03%
+2,144
234
$481K 0.03%
11,543
-1,361
235
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6,316
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236
$469K 0.03%
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237
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238
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+5,814
239
$464K 0.03%
11,105
+4,081
240
$459K 0.03%
3,025
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241
$455K 0.03%
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242
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243
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9,797
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244
$447K 0.03%
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245
$437K 0.03%
11,129
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246
$431K 0.03%
1,848
-843
247
$428K 0.03%
+10,464
248
$427K 0.03%
+2,450
249
$427K 0.03%
2,480
250
$416K 0.02%
2,710
+119
8 9
10
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