PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$95K 0.01%
+1,294
252
$95K 0.01%
+1,466
253
$95K 0.01%
5,000
254
$91K 0.01%
+910
255
$90K 0.01%
1,602
+852
256
$89K 0.01%
1,506
-34
257
$84K 0.01%
3,378
+3
258
$83K 0.01%
+2,048
259
$82K 0.01%
3,141
-757
260
$81K 0.01%
382
-2,116
261
$80K 0.01%
1,441
-1,621
262
$80K 0.01%
1,305
+350
263
$80K 0.01%
1,421
-61,297
264
$79K 0.01%
1,154
265
$79K 0.01%
+916
266
$78K 0.01%
515
+3
267
$77K 0.01%
2,939
+2,262
268
$77K 0.01%
901
-37
269
$76K 0.01%
1,189
270
$76K 0.01%
707
-400
271
$75K 0.01%
971
+9
272
$75K 0.01%
1,856
-34,774
273
$72K 0.01%
359
+40
274
$71K 0.01%
656
-33
275
$69K 0.01%
557
-2
9 10
11
12 13