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
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45K 0.01%
3,000
252
$44K 0.01%
+3,000
253
$43K 0.01%
1,132
+142
254
$42K 0.01%
362
255
$41K 0.01%
+2,000
256
$41K 0.01%
800
257
$40K 0.01%
257
+63
258
$37K 0.01%
707
+449
259
$36K 0.01%
821
-19
260
$36K 0.01%
+94
261
$35K 0.01%
395
-63
262
$34K 0.01%
+364
263
$34K 0.01%
387
-121
264
$33K 0.01%
639
265
$32K 0.01%
271
+140
266
$31K 0.01%
+1,000
267
$30K 0.01%
206
+36
268
$30K 0.01%
+1,064
269
$30K 0.01%
5,000
270
$29K 0.01%
1,500
-1,000
271
$28K 0.01%
+574
272
$28K 0.01%
275
+75
273
$28K 0.01%
+1,400
274
$28K 0.01%
100
-300
275
$28K 0.01%
452
9 10
11
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