PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+2.17%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$548M
AUM Growth
+$205M
(+60%)
Cap. Flow
+$197M
Cap. Flow
% of AUM
35.96%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
414
New
106
Increased
109
Reduced
69
Closed
61
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$23.6M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
+$13.1M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$12.7M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$12.1M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$10.6M |
Top Sells
| 1 |
Citigroup
C
|
+$4.82M |
| 2 |
Amazon
AMZN
|
+$4.41M |
| 3 |
Intel
INTC
|
+$4.06M |
| 4 |
Ford
F
|
+$3.6M |
| 5 |
Constellation Brands
STZ
|
+$3.42M |
Sector Composition
| 1 | Technology | 8.22% |
| 2 | Consumer Discretionary | 5.86% |
| 3 | Energy | 5.54% |
| 4 | Industrials | 5.16% |
| 5 | Communication Services | 4.59% |
