PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.6M
3
+$15.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$15.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$13.2M

Top Sells

1
+$23.1M
2
+$19.4M
3
+$8.05M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.44M
5
TMUS icon
T-Mobile US
TMUS
+$5.88M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$537K 0.03%
+2,374
227
$535K 0.03%
5,004
-167
228
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+6,438
229
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-1,100
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231
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13,159
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232
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234
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235
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236
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237
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239
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240
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245
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49,198
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248
$474K 0.03%
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$472K 0.03%
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-109
250
$468K 0.03%
+6,372
8 9
10
11 12